BWM
EEP

BerganKDV Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

BerganKDV Wealth Management’s Portfolio EEP Stock Details EEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Hold
0
– – – 484
2018
Q2 		– Hold
0
– – – 495

Other funds holding EEP

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OppenheimerFunds
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Tortoise Capital Advisors
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ClearBridge Investments
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Brookfield Corp
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return