BWFM
EEP

Bridgewater Wealth & Financial Management’s Enbridge Energy Partners EEP Stock Holding History

Bridgewater Wealth & Financial 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
2015
Q1 		– Sell
-50,846
Closed -$2.03M – 98
2014
Q4 		$2.03M Buy
+50,846
New +$1.91M 0.83% 35

Other funds holding EEP

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bridgewater Wealth & Financial Management's EEP Position: Q1 2015 in Review

Bridgewater Wealth & Financial Management sold out of Enbridge Energy Partners (EEP) in Q1 2015, closing a stake of 50,846 shares — an estimated $2.03M sold.

Bridgewater Wealth & Financial Management first reported a position in EEP in Q4 2014 and held it in 1 quarter. The position peaked at $2.03M in Q4 2014. 321 funds tracked by Wall St. Rank hold EEP as of Q1 2015.

  • Bridgewater Wealth & Financial Management reported no remaining Enbridge Energy Partners position as of Q1 2015 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 50,846 Enbridge Energy Partners shares in Q1 2015, an estimated $2.03M.
  • Bridgewater Wealth & Financial Management first reported a position in Enbridge Energy Partners in Q4 2014 and held it in 1 quarter.
  • Bridgewater Wealth & Financial Management's Enbridge Energy Partners position peaked at $2.03M in Q4 2014.
  • 321 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2015.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2015, filed 28 Jul 2015.