Bridgeworth’s Enbridge Energy Partners EEP Stock Holding History

Bridgeworth’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
2017 Q1	–	Sell	-11,000	Closed	-$285K	–	157
2016 Q4	$285K	Buy	+11,000	New	+$268K	0.16%	105

Other funds holding EEP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgeworth's EEP Position: Q1 2017 in Review

Bridgeworth sold out of Enbridge Energy Partners (EEP) in Q1 2017, closing a stake of 11,000 shares — an estimated $285K sold.

Bridgeworth first reported a position in EEP in Q4 2016 and held it in 1 quarter. The position peaked at $285K in Q4 2016. 261 funds tracked by Wall St. Rank hold EEP as of Q1 2017.

Bridgeworth reported no remaining Enbridge Energy Partners position as of Q1 2017 after selling out during the quarter.
Bridgeworth sold 11,000 Enbridge Energy Partners shares in Q1 2017, an estimated $285K.
Bridgeworth first reported a position in Enbridge Energy Partners in Q4 2016 and held it in 1 quarter.
Bridgeworth's Enbridge Energy Partners position peaked at $285K in Q4 2016.
261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2017.

Based on Bridgeworth's 13F filing for Q1 2017, filed 10 May 2017.