EWM
EEQ

Evercore Wealth Management’s Enbridge Energy Management Llc EEQ Stock Holding History

Evercore Wealth Management’s Portfolio EEQ Stock Details EEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1
Closed – – 894
2017
Q4 		$0 Buy
+1
New +$13 ﹤0.01% 938
2017
Q1 		– Sell
-1
Closed – – 1064
2016
Q4 		$0 Hold
1
– – ﹤0.01% 1123
2016
Q3 		$0 Hold
1
– – ﹤0.01% 1075
2016
Q2 		$0 Hold
1
– – ﹤0.01% 1054
2016
Q1 		$0 Hold
1
– – ﹤0.01% 1042
2015
Q4 		$0 Hold
1
– – ﹤0.01% 1092
2015
Q3 		$0 Hold
1
– – ﹤0.01% 1084
2015
Q2 		$0 Hold
1
– – ﹤0.01% 1106
2015
Q1 		$0 Hold
1
– – ﹤0.01% 1055
2014
Q4 		$0 Hold
1
– – ﹤0.01% 1022
2014
Q3 		$0 Hold
1
– – ﹤0.01% 1012
2014
Q2 		$0 Sell
1
-1
-50% -$20 ﹤0.01% 1059
2014
Q1 		$0 Hold
2
– – ﹤0.01% 933
2013
Q4 		$0 Hold
2
– – ﹤0.01% 1015
2013
Q3 		$0 Hold
2
– – ﹤0.01% 1017
2013
Q2 		$0 Buy
+2
New +$37 ﹤0.01% 796

Other funds holding EEQ

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Evercore Wealth Management's EEQ Position: Q1 2018 in Review

Evercore Wealth Management sold out of Enbridge Energy Management Llc (EEQ) in Q1 2018, closing a stake of 1 share.

Evercore Wealth Management first reported a position in EEQ in Q2 2013 and held it in 16 quarters. The position peaked at $0 in Q4 2017. 127 funds tracked by Wall St. Rank hold EEQ as of Q1 2018.

  • Evercore Wealth Management reported no remaining Enbridge Energy Management Llc position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 1 Enbridge Energy Management Llc share in Q1 2018.
  • Evercore Wealth Management first reported a position in Enbridge Energy Management Llc in Q2 2013 and held it in 16 quarters.
  • Evercore Wealth Management's Enbridge Energy Management Llc position peaked at $0 in Q4 2017.
  • 127 funds tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.