Cumberland Advisors’s Enbridge Energy Partners EEP Stock Holding History

Cumberland 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	-500	Closed	-$12K	–	66
2015 Q3	$12K	Hold	500	–	–	0.01%	47
2015 Q2	$17K	Hold	500	–	–	0.01%	59
2015 Q1	$18K	Hold	500	–	–	0.01%	62
2014 Q4	$20K	Buy	+500	New	+$18.7K	0.01%	65

Other funds holding EEP

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

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

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

Cumberland Advisors's EEP Position: Q4 2015 in Review

Cumberland Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2015, closing a stake of 500 shares — an estimated $12K sold.

Cumberland Advisors first reported a position in EEP in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q4 2014. 275 funds tracked by Wall St. Rank hold EEP as of Q4 2015.

Cumberland Advisors reported no remaining Enbridge Energy Partners position as of Q4 2015 after selling out during the quarter.
Cumberland Advisors sold 500 Enbridge Energy Partners shares in Q4 2015, an estimated $12K.
Cumberland Advisors first reported a position in Enbridge Energy Partners in Q4 2014 and held it in 4 quarters.
Cumberland Advisors's Enbridge Energy Partners position peaked at $20K in Q4 2014.
275 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2015.

Based on Cumberland Advisors's 13F filing for Q4 2015, filed 20 Jan 2016.