HAIM
EEP

Hunter Associates Investment Management’s Enbridge Energy Partners EEP Stock Holding History

Hunter Associates Investment 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
2017
Q3 		– Sell
-10,880
Closed -$174K – 164
2017
Q2 		$174K Sell
10,880
-600
-5% -$10.4K 0.07% 157
2017
Q1 		$218K Sell
11,480
-1,500
-12% -$30.4K 0.09% 151
2016
Q4 		$331K Sell
12,980
-1,400
-10% -$34.1K 0.14% 122
2016
Q3 		$366K Buy
14,380
+500
+4% +$12K 0.16% 108
2016
Q2 		$322K Buy
13,880
+650
+5% +$13.8K 0.14% 119
2016
Q1 		$242K Hold
13,230
– – 0.11% 129
2015
Q4 		$305K Hold
13,230
– – 0.13% 115
2015
Q3 		$327K Sell
13,230
-800
-6% -$23K 0.15% 110
2015
Q2 		$468K Sell
14,030
-1,250
-8% -$46.1K 0.19% 98
2015
Q1 		$550K Sell
15,280
-7,000
-31% -$268K 0.22% 97
2014
Q4 		$889K Sell
22,280
-200
-0.9% -$7.5K 0.34% 65
2014
Q3 		$873K Sell
22,480
-450
-2% -$16.2K 0.34% 68
2014
Q2 		$847K Buy
22,930
+200
+0.9% +$6.16K 0.33% 69
2014
Q1 		$623K Sell
22,730
-900
-4% -$25.2K 0.25% 88
2013
Q4 		$706K Hold
23,630
– – 0.27% 79
2013
Q3 		$720K Sell
23,630
-2,300
-9% -$70.6K 0.3% 71
2013
Q2 		$791K Buy
+25,930
New +$774K 0.29% 78

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

Hunter Associates Investment Management's EEP Position: Q3 2017 in Review

Hunter Associates Investment Management sold out of Enbridge Energy Partners (EEP) in Q3 2017, closing a stake of 10,880 shares — an estimated $174K sold.

Hunter Associates Investment Management first reported a position in EEP in Q2 2013 and held it in 17 quarters. The position peaked at $889K in Q4 2014. 261 funds tracked by Wall St. Rank hold EEP as of Q3 2017.

  • Hunter Associates Investment Management reported no remaining Enbridge Energy Partners position as of Q3 2017 after selling out during the quarter.
  • Hunter Associates Investment Management sold 10,880 Enbridge Energy Partners shares in Q3 2017, an estimated $174K.
  • Hunter Associates Investment Management first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 17 quarters.
  • Hunter Associates Investment Management's Enbridge Energy Partners position peaked at $889K in Q4 2014.
  • 261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2017.

Based on Hunter Associates Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.