ITIM
EEP

Indiana Trust & Investment Management’s Enbridge Energy Partners EEP Stock Holding History

Indiana Trust & 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
2014
Q1 		– Sell
-780
Closed -$23K – 257
2013
Q4 		$23K Hold
780
– – 0.01% 213
2013
Q3 		$24K Buy
+780
New +$23.9K 0.01% 217

Other funds holding EEP

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Indiana Trust & Investment Management's EEP Position: Q1 2014 in Review

Indiana Trust & Investment Management sold out of Enbridge Energy Partners (EEP) in Q1 2014, closing a stake of 780 shares — an estimated $23K sold.

Indiana Trust & Investment Management first reported a position in EEP in Q3 2013 and held it in 2 quarters. The position peaked at $24K in Q3 2013. 276 funds tracked by Wall St. Rank hold EEP as of Q1 2014.

  • Indiana Trust & Investment Management reported no remaining Enbridge Energy Partners position as of Q1 2014 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 780 Enbridge Energy Partners shares in Q1 2014, an estimated $23K.
  • Indiana Trust & Investment Management first reported a position in Enbridge Energy Partners in Q3 2013 and held it in 2 quarters.
  • Indiana Trust & Investment Management's Enbridge Energy Partners position peaked at $24K in Q3 2013.
  • 276 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2014.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2014, filed 28 May 2014.