CX Institutional’s Enbridge Energy Partners EEP Stock Holding History

CX Institutional’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	–	Sell	-151	Closed	-$2K	–	367
2018 Q2	$2K	Buy	+151	New	+$1.51K	﹤0.01%	308

Other funds holding EEP

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CX Institutional's EEP Position: Q3 2018 in Review

CX Institutional sold out of Enbridge Energy Partners (EEP) in Q3 2018, closing a stake of 151 shares — an estimated $2K sold.

CX Institutional first reported a position in EEP in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 228 funds tracked by Wall St. Rank hold EEP as of Q3 2018.

CX Institutional reported no remaining Enbridge Energy Partners position as of Q3 2018 after selling out during the quarter.
CX Institutional sold 151 Enbridge Energy Partners shares in Q3 2018, an estimated $2K.
CX Institutional first reported a position in Enbridge Energy Partners in Q2 2018 and held it in 1 quarter.
CX Institutional's Enbridge Energy Partners position peaked at $2K in Q2 2018.
228 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2018.

Based on CX Institutional's 13F filing for Q3 2018, filed 9 Oct 2018.