IWA
EEP

IBEX Wealth Advisors’s Enbridge Energy Partners EEP Stock Holding History

IBEX Wealth Advisors’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
Q4 		– Sell
-3,704
Closed -$59K – 153
2017
Q3 		$59K Buy
+3,704
New +$57.1K 0.02% 139
2017
Q1 		– Sell
-3,441
Closed -$86K – 438
2016
Q4 		$86K Buy
+3,441
New +$83.8K 0.04% 149

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return

IBEX Wealth Advisors's EEP Position: Q4 2017 in Review

IBEX Wealth Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2017, closing a stake of 3,704 shares — an estimated $59K sold.

IBEX Wealth Advisors first reported a position in EEP in Q4 2016 and held it in 2 quarters. The position peaked at $86K in Q4 2016. 266 funds tracked by Wall St. Rank hold EEP as of Q4 2017.

  • IBEX Wealth Advisors reported no remaining Enbridge Energy Partners position as of Q4 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,704 Enbridge Energy Partners shares in Q4 2017, an estimated $59K.
  • IBEX Wealth Advisors first reported a position in Enbridge Energy Partners in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Enbridge Energy Partners position peaked at $86K in Q4 2016.
  • 266 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2017.

Based on IBEX Wealth Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.