HA
EEP

Harfst & Associates’s Enbridge Energy Partners EEP Stock Holding History

Harfst & Associates’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
Q3 		– Sell
-600
Closed -$9K – 229
2017
Q2 		$9K Hold
600
– – ﹤0.01% 194
2017
Q1 		$11K Buy
+600
New +$12.1K ﹤0.01% 233
2016
Q1 		– Sell
-3,500
Closed -$80K – 270
2015
Q4 		$80K Sell
3,500
-400
-10% -$10K 0.03% 158
2015
Q3 		$96K Sell
3,900
-300
-7% -$8.62K 0.04% 131
2015
Q2 		$140K Buy
+4,200
New +$155K 0.08% 99

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harfst & Associates's EEP Position: Q3 2017 in Review

Harfst & Associates sold out of Enbridge Energy Partners (EEP) in Q3 2017, closing a stake of 600 shares — an estimated $9K sold.

Harfst & Associates first reported a position in EEP in Q2 2015 and held it in 5 quarters. The position peaked at $140K in Q2 2015. 261 funds tracked by Wall St. Rank hold EEP as of Q3 2017.

  • Harfst & Associates reported no remaining Enbridge Energy Partners position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 600 Enbridge Energy Partners shares in Q3 2017, an estimated $9K.
  • Harfst & Associates first reported a position in Enbridge Energy Partners in Q2 2015 and held it in 5 quarters.
  • Harfst & Associates's Enbridge Energy Partners position peaked at $140K in Q2 2015.
  • 261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.