IFAM
EEP

Institutional & Family Asset Management’s Enbridge Energy Partners EEP Stock Holding History

Institutional & Family Asset 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
2018
Q3 		– Sell
-8,255
Closed -$90K – 895
2018
Q2 		$90K Sell
8,255
-18,420
-69% -$184K 0.02% 284
2018
Q1 		$257K Sell
26,675
-23,790
-47% -$313K 0.05% 154
2017
Q4 		$697K Buy
50,465
+8,725
+21% +$127K 0.13% 96
2017
Q3 		$667K Buy
+41,740
New +$643K 0.13% 105

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Institutional & Family Asset Management's EEP Position: Q3 2018 in Review

Institutional & Family Asset Management sold out of Enbridge Energy Partners (EEP) in Q3 2018, closing a stake of 8,255 shares — an estimated $90K sold.

Institutional & Family Asset Management first reported a position in EEP in Q3 2017 and held it in 4 quarters. The position peaked at $697K in Q4 2017. 228 funds tracked by Wall St. Rank hold EEP as of Q3 2018.

  • Institutional & Family Asset Management reported no remaining Enbridge Energy Partners position as of Q3 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 8,255 Enbridge Energy Partners shares in Q3 2018, an estimated $90K.
  • Institutional & Family Asset Management first reported a position in Enbridge Energy Partners in Q3 2017 and held it in 4 quarters.
  • Institutional & Family Asset Management's Enbridge Energy Partners position peaked at $697K in Q4 2017.
  • 228 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2018.

Based on Institutional & Family Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.