EA
EEP

Edge Advisors’s Enbridge Energy Partners EEP Stock Holding History

Edge 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
2018
Q2 		$9K Sell
864
-1,600
-65% -$16K ﹤0.01% 717
2018
Q1 		$23K Buy
2,464
+90
+4% +$1.18K ﹤0.01% 634
2017
Q4 		$32K Buy
2,374
+100
+4% +$1.46K ﹤0.01% 599
2017
Q3 		$36K Buy
2,274
+130
+6% +$2K ﹤0.01% 558
2017
Q2 		$34K Buy
2,144
+260
+14% +$4.51K ﹤0.01% 576
2017
Q1 		$35K Buy
1,884
+530
+39% +$10.7K ﹤0.01% 577
2016
Q4 		$34K Buy
+1,354
New +$33K ﹤0.01% 534

Other funds holding EEP

AA
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
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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Edge Advisors's EEP Position: Q2 2018 in Review

Edge Advisors reduced its Enbridge Energy Partners (EEP) stake by 65% in Q2 2018, selling an estimated $16K and leaving 864 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Edge Advisors first reported a position in EEP in Q4 2016 and has held it in 7 quarters since. The position peaked at $36K in Q3 2017. 234 funds tracked by Wall St. Rank hold EEP as of Q2 2018.

  • Edge Advisors held 864 shares of Enbridge Energy Partners worth $9K as of Q2 2018.
  • Edge Advisors sold 1,600 Enbridge Energy Partners shares in Q2 2018, an estimated $16K.
  • Enbridge Energy Partners made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #717 holding.
  • Edge Advisors first reported a position in Enbridge Energy Partners in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Enbridge Energy Partners position peaked at $36K in Q3 2017.
  • 234 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.