FANJ
EEP

Financial Architects (New Jersey)’s Enbridge Energy Partners EEP Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Hold
0
– – – 1003
2017
Q3 		– Hold
0
– – – 985
2017
Q2 		– Hold
0
– – – 1036
2017
Q1 		– Hold
0
– – – 1034
2016
Q4 		– Hold
0
– – – 1027
2016
Q3 		– Hold
0
– – – 1130
2016
Q2 		– Hold
0
– – – 1148
2016
Q1 		– Hold
0
– – – 953

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OppenheimerFunds
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ClearBridge Investments
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Tortoise Capital Advisors
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AR
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Center Coast Capital Advisors
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return