GWM
EEP

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

Gupta 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
2015
Q4 		– Sell
-7,746
Closed -$191K – 1394
2015
Q3 		$191K Hold
7,746
– – 0.05% 259
2015
Q2 		$258K Buy
7,746
+600
+8% +$22.1K 0.06% 218
2015
Q1 		$257K Buy
+7,146
New +$274K 0.08% 195

Other funds holding EEP

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Gupta Wealth Management's EEP Position: Q4 2015 in Review

Gupta Wealth Management sold out of Enbridge Energy Partners (EEP) in Q4 2015, closing a stake of 7,746 shares — an estimated $191K sold.

Gupta Wealth Management first reported a position in EEP in Q1 2015 and held it in 3 quarters. The position peaked at $258K in Q2 2015. 275 funds tracked by Wall St. Rank hold EEP as of Q4 2015.

  • Gupta Wealth Management reported no remaining Enbridge Energy Partners position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 7,746 Enbridge Energy Partners shares in Q4 2015, an estimated $191K.
  • Gupta Wealth Management first reported a position in Enbridge Energy Partners in Q1 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Enbridge Energy Partners position peaked at $258K in Q2 2015.
  • 275 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.