HDE
EEP

Hutner Daniel Ellsworth’s Enbridge Energy Partners EEP Stock Holding History

Hutner Daniel Ellsworth’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
2016
Q2 		$1.85M Hold
79,900
– – 1.58% 24
2016
Q1 		$1.46M Sell
79,900
-455
-0.6% -$8.03K 1.3% 24
2015
Q4 		$1.85M Buy
+80,355
New +$2.01M 1.73% 23

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hutner Daniel Ellsworth's EEP Position: Q2 2016 in Review

Hutner Daniel Ellsworth held its Enbridge Energy Partners (EEP) position steady in Q2 2016 at 79,900 shares worth $1.85M. The position accounts for 1.58% of the portfolio, ranked #24.

Hutner Daniel Ellsworth first reported a position in EEP in Q4 2015 and has held it in 3 quarters since. 275 funds tracked by Wall St. Rank hold EEP as of Q2 2016.

  • Hutner Daniel Ellsworth held 79,900 shares of Enbridge Energy Partners worth $1.85M as of Q2 2016.
  • Hutner Daniel Ellsworth left its Enbridge Energy Partners share count unchanged in Q2 2016.
  • Enbridge Energy Partners made up 1.58% of Hutner Daniel Ellsworth's portfolio in Q2 2016, its #24 holding.
  • Hutner Daniel Ellsworth first reported a position in Enbridge Energy Partners in Q4 2015 and has held it in 3 quarters since.
  • 275 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q2 2016.

Based on Hutner Daniel Ellsworth's 13F filing for Q2 2016, filed 11 Aug 2016.