DW
EEP

Domani Wealth’s Enbridge Energy Partners EEP Stock Holding History

Domani Wealth’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
Q3 		– Sell
-6,020
Closed -$201K – 108
2015
Q2 		$201K Buy
6,020
+5,803
+2,674% +$214K 0.11% 94
2015
Q1 		$6.02K Buy
+217
New +$8.32K 0.09% 62

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Domani Wealth's EEP Position: Q3 2015 in Review

Domani Wealth sold out of Enbridge Energy Partners (EEP) in Q3 2015, closing a stake of 6,020 shares — an estimated $201K sold.

Domani Wealth first reported a position in EEP in Q1 2015 and held it in 2 quarters. The position peaked at $201K in Q2 2015. 293 funds tracked by Wall St. Rank hold EEP as of Q3 2015.

  • Domani Wealth reported no remaining Enbridge Energy Partners position as of Q3 2015 after selling out during the quarter.
  • Domani Wealth sold 6,020 Enbridge Energy Partners shares in Q3 2015, an estimated $201K.
  • Domani Wealth first reported a position in Enbridge Energy Partners in Q1 2015 and held it in 2 quarters.
  • Domani Wealth's Enbridge Energy Partners position peaked at $201K in Q2 2015.
  • 293 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2015.

Based on Domani Wealth's 13F filing for Q3 2015, filed 3 Nov 2015.