ECM
EEP

Evergreen Capital Management’s Enbridge Energy Partners EEP Stock Holding History

Evergreen Capital Management’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
Q3 		– Sell
-19,417
Closed -$212K – 411
2018
Q2 		$212K Sell
19,417
-105,808
-84% -$1.06M 0.02% 332
2018
Q1 		$1.21M Buy
+125,225
New +$1.65M 0.12% 130

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Evergreen Capital Management's EEP Position: Q3 2018 in Review

Evergreen Capital Management sold out of Enbridge Energy Partners (EEP) in Q3 2018, closing a stake of 19,417 shares — an estimated $212K sold.

Evergreen Capital Management first reported a position in EEP in Q1 2018 and held it in 2 quarters. The position peaked at $1.21M in Q1 2018. 228 funds tracked by Wall St. Rank hold EEP as of Q3 2018.

  • Evergreen Capital Management reported no remaining Enbridge Energy Partners position as of Q3 2018 after selling out during the quarter.
  • Evergreen Capital Management sold 19,417 Enbridge Energy Partners shares in Q3 2018, an estimated $212K.
  • Evergreen Capital Management first reported a position in Enbridge Energy Partners in Q1 2018 and held it in 2 quarters.
  • Evergreen Capital Management's Enbridge Energy Partners position peaked at $1.21M in Q1 2018.
  • 228 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2018.

Based on Evergreen Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.