FWM
EEP

Focused Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

Focused Wealth 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
2014
Q4 		– Sell
-152
Closed -$6K – 735
2014
Q3 		$6K Hold
152
– – ﹤0.01% 505
2014
Q2 		$6K Hold
152
– – ﹤0.01% 503
2014
Q1 		$4K Hold
152
– – ﹤0.01% 520
2013
Q4 		$5K Hold
152
– – ﹤0.01% 489
2013
Q3 		$5K Buy
+152
New +$4.66K ﹤0.01% 464

Other funds holding EEP

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focused Wealth Management's EEP Position: Q4 2014 in Review

Focused Wealth Management sold out of Enbridge Energy Partners (EEP) in Q4 2014, closing a stake of 152 shares — an estimated $6K sold.

Focused Wealth Management first reported a position in EEP in Q3 2013 and held it in 5 quarters. The position peaked at $6K in Q3 2014. 311 funds tracked by Wall St. Rank hold EEP as of Q4 2014.

  • Focused Wealth Management reported no remaining Enbridge Energy Partners position as of Q4 2014 after selling out during the quarter.
  • Focused Wealth Management sold 152 Enbridge Energy Partners shares in Q4 2014, an estimated $6K.
  • Focused Wealth Management first reported a position in Enbridge Energy Partners in Q3 2013 and held it in 5 quarters.
  • Focused Wealth Management's Enbridge Energy Partners position peaked at $6K in Q3 2014.
  • 311 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2014.

Based on Focused Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.