Fortis Advisors’s Enbridge Energy Partners EEP Stock Holding History

Fortis Advisors’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	–	Sell	-455	Closed	-$7K	–	314
2017 Q3	$7K	Buy	+455	New	+$7.01K	﹤0.01%	249

Other funds holding EEP

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CCCA

Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return

Fortis Advisors's EEP Position: Q4 2017 in Review

Fortis Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2017, closing a stake of 455 shares — an estimated $7K sold.

Fortis Advisors first reported a position in EEP in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 266 funds tracked by Wall St. Rank hold EEP as of Q4 2017.

Fortis Advisors reported no remaining Enbridge Energy Partners position as of Q4 2017 after selling out during the quarter.
Fortis Advisors sold 455 Enbridge Energy Partners shares in Q4 2017, an estimated $7K.
Fortis Advisors first reported a position in Enbridge Energy Partners in Q3 2017 and held it in 1 quarter.
Fortis Advisors's Enbridge Energy Partners position peaked at $7K in Q3 2017.
266 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2017.

Based on Fortis Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.