GGPS
EEQ

Gary Goldberg Planning Services’s Enbridge Energy Management Llc EEQ Stock Holding History

Gary Goldberg Planning Services’s Portfolio EEQ Stock Details EEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$83K Sell
3,075
-1
-0% -$25 0.03% 166
2014
Q3 		$78K Sell
3,076
-298
-9% -$7.15K 0.03% 173
2014
Q2 		$80K Buy
3,374
+1
+0% +$20 0.04% 176
2014
Q1 		$62K Hold
3,373
– – 0.03% 199
2013
Q4 		$63K Buy
3,373
+1
+0% +$18 0.04% 183
2013
Q3 		$62K Sell
3,372
-2
-0.1% -$38 0.04% 173
2013
Q2 		$64K Buy
+3,374
New +$62.4K 0.04% 162

Other funds holding EEQ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gary Goldberg Planning Services's EEQ Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Enbridge Energy Management Llc (EEQ) stake by 0.03% in Q4 2014, selling an estimated $25 and leaving 3,075 shares worth $83K. The position accounts for 0.03% of the portfolio, ranked #166.

Gary Goldberg Planning Services first reported a position in EEQ in Q2 2013 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold EEQ as of Q4 2014.

  • Gary Goldberg Planning Services held 3,075 shares of Enbridge Energy Management Llc worth $83K as of Q4 2014.
  • Gary Goldberg Planning Services sold 1 Enbridge Energy Management Llc share in Q4 2014, an estimated $25.
  • Enbridge Energy Management Llc made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #166 holding.
  • Gary Goldberg Planning Services first reported a position in Enbridge Energy Management Llc in Q2 2013 and has held it in 7 quarters since.
  • 147 funds tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.