DLG
EEP

Daniel L. Goodwin’s Enbridge Energy Partners EEP Stock Holding History

Daniel L. Goodwin’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
2016
Q4 		– Sell
-14,900
Closed -$379K – 105
2016
Q3 		$379K Hold
14,900
– – 0.13% 65
2016
Q2 		$346K Hold
14,900
– – 0.11% 68
2016
Q1 		$273K Hold
14,900
– – 0.06% 77
2015
Q4 		$343K Hold
14,900
– – 0.08% 71
2015
Q3 		$368K Sell
14,900
-200
-1% -$5.74K 0.1% 70
2015
Q2 		$504K Hold
15,100
– – 0.13% 56
2015
Q1 		$544K Hold
15,100
– – 0.12% 66
2014
Q4 		$603K Hold
15,100
– – 0.11% 63
2014
Q3 		$587K Hold
15,100
– – 0.13% 56
2014
Q2 		$558K Hold
15,100
– – 0.1% 63
2014
Q1 		$414K Hold
15,100
– – 0.07% 78
2013
Q4 		$451K Hold
15,100
– – 0.09% 73
2013
Q3 		$460K Hold
15,100
– – 0.09% 74
2013
Q2 		$460K Buy
+15,100
New +$451K 0.09% 68

Other funds holding EEP

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daniel L. Goodwin's EEP Position: Q4 2016 in Review

Daniel L. Goodwin sold out of Enbridge Energy Partners (EEP) in Q4 2016, closing a stake of 14,900 shares — an estimated $379K sold.

Daniel L. Goodwin first reported a position in EEP in Q2 2013 and held it in 14 quarters. The position peaked at $603K in Q4 2014. 279 funds tracked by Wall St. Rank hold EEP as of Q4 2016.

  • Daniel L. Goodwin reported no remaining Enbridge Energy Partners position as of Q4 2016 after selling out during the quarter.
  • Daniel L. Goodwin sold 14,900 Enbridge Energy Partners shares in Q4 2016, an estimated $379K.
  • Daniel L. Goodwin first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 14 quarters.
  • Daniel L. Goodwin's Enbridge Energy Partners position peaked at $603K in Q4 2014.
  • 279 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2016.

Based on Daniel L. Goodwin's 13F filing for Q4 2016, filed 19 Jan 2017.