EIA
EEP

Edgemoor Investment Advisors’s Enbridge Energy Partners EEP Stock Holding History

Edgemoor Investment 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
2017
Q2 		– Sell
-12,363
Closed -$235K – 137
2017
Q1 		$235K Sell
12,363
-1,125
-8% -$22.8K 0.03% 119
2016
Q4 		$344K Sell
13,488
-2,674
-17% -$65.2K 0.05% 97
2016
Q3 		$411K Hold
16,162
– – 0.06% 96
2016
Q2 		$375K Buy
16,162
+375
+2% +$7.95K 0.06% 97
2016
Q1 		$289K Sell
15,787
-4,007
-20% -$70.8K 0.05% 107
2015
Q4 		$457K Sell
19,794
-20,923
-51% -$524K 0.07% 105
2015
Q3 		$1.01M Sell
40,717
-200
-0.5% -$5.74K 0.15% 87
2015
Q2 		$1.36M Sell
40,917
-570
-1% -$21K 0.2% 80
2015
Q1 		$1.49M Sell
41,487
-2,954
-7% -$113K 0.21% 77
2014
Q4 		$1.77M Sell
44,441
-847
-2% -$31.7K 0.26% 70
2014
Q3 		$1.76M Hold
45,288
– – 0.26% 76
2014
Q2 		$1.67M Sell
45,288
-380
-0.8% -$11.7K 0.25% 76
2014
Q1 		$1.25M Hold
45,668
– – 0.2% 79
2013
Q4 		$1.36M Hold
45,668
– – 0.22% 78
2013
Q3 		$1.39M Buy
45,668
+826
+2% +$25.3K 0.24% 75
2013
Q2 		$1.37M Buy
+44,842
New +$1.34M 0.24% 80

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edgemoor Investment Advisors's EEP Position: Q2 2017 in Review

Edgemoor Investment Advisors sold out of Enbridge Energy Partners (EEP) in Q2 2017, closing a stake of 12,363 shares — an estimated $235K sold.

Edgemoor Investment Advisors first reported a position in EEP in Q2 2013 and held it in 16 quarters. The position peaked at $1.77M in Q4 2014. 269 funds tracked by Wall St. Rank hold EEP as of Q2 2017.

  • Edgemoor Investment Advisors reported no remaining Enbridge Energy Partners position as of Q2 2017 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 12,363 Enbridge Energy Partners shares in Q2 2017, an estimated $235K.
  • Edgemoor Investment Advisors first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 16 quarters.
  • Edgemoor Investment Advisors's Enbridge Energy Partners position peaked at $1.77M in Q4 2014.
  • 269 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q2 2017.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.