ECM
EEP

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

Exchange 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
2016
Q3 		– Sell
-262
Closed -$6K – 279
2016
Q2 		$6K Buy
+262
New +$5.55K ﹤0.01% 200
2015
Q1 		– Sell
-250
Closed -$10K – 332
2014
Q4 		$10K Buy
250
+4
+2% +$150 ﹤0.01% 172
2014
Q3 		$10K Buy
246
+4
+2% +$144 ﹤0.01% 173
2014
Q2 		$9K Buy
+242
New +$7.45K ﹤0.01% 182

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Exchange Capital Management's EEP Position: Q3 2016 in Review

Exchange Capital Management sold out of Enbridge Energy Partners (EEP) in Q3 2016, closing a stake of 262 shares — an estimated $6K sold.

Exchange Capital Management first reported a position in EEP in Q2 2014 and held it in 4 quarters. The position peaked at $10K in Q4 2014. 286 funds tracked by Wall St. Rank hold EEP as of Q3 2016.

  • Exchange Capital Management reported no remaining Enbridge Energy Partners position as of Q3 2016 after selling out during the quarter.
  • Exchange Capital Management sold 262 Enbridge Energy Partners shares in Q3 2016, an estimated $6K.
  • Exchange Capital Management first reported a position in Enbridge Energy Partners in Q2 2014 and held it in 4 quarters.
  • Exchange Capital Management's Enbridge Energy Partners position peaked at $10K in Q4 2014.
  • 286 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2016.

Based on Exchange Capital Management's 13F filing for Q3 2016, filed 9 Nov 2016.