BCA
EEP

Bray Capital Advisors’s Enbridge Energy Partners EEP Stock Holding History

Bray Capital Advisors’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
2015
Q4 		– Sell
-386
Closed -$10K – 352
2015
Q3 		$10K Hold
386
– – 0.01% 329
2015
Q2 		$13K Buy
+386
New +$14.2K 0.01% 334

Other funds holding EEP

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bray Capital Advisors's EEP Position: Q4 2015 in Review

Bray Capital Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2015, closing a stake of 386 shares — an estimated $10K sold.

Bray Capital Advisors first reported a position in EEP in Q2 2015 and held it in 2 quarters. The position peaked at $13K in Q2 2015. 275 funds tracked by Wall St. Rank hold EEP as of Q4 2015.

  • Bray Capital Advisors reported no remaining Enbridge Energy Partners position as of Q4 2015 after selling out during the quarter.
  • Bray Capital Advisors sold 386 Enbridge Energy Partners shares in Q4 2015, an estimated $10K.
  • Bray Capital Advisors first reported a position in Enbridge Energy Partners in Q2 2015 and held it in 2 quarters.
  • Bray Capital Advisors's Enbridge Energy Partners position peaked at $13K in Q2 2015.
  • 275 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2015.

Based on Bray Capital Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.