Jim Simons
EEP

Jim Simons’s Enbridge Energy Partners EEP Stock Holding History

Jim Simons’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
-155,600
Closed -$2.49M – 3599
2017
Q3 		$2.49M Buy
155,600
+141,400
+996% +$2.18M ﹤0.01% 2184
2017
Q2 		$227K Sell
14,200
-606,100
-98% -$10.5M ﹤0.01% 2971
2017
Q1 		$11.8M Sell
620,300
-11,300
-2% -$229K 0.02% 1126
2016
Q4 		$16.1M Buy
+631,600
New +$15.4M 0.03% 921
2016
Q3 		– Sell
-274,300
Closed -$6.36M – 3577
2016
Q2 		$6.36M Sell
274,300
-482,795
-64% -$10.2M 0.01% 1448
2016
Q1 		$13.9M Buy
757,095
+458,883
+154% +$8.1M 0.03% 907
2015
Q4 		$6.88M Buy
298,212
+4,512
+2% +$113K 0.02% 1248
2015
Q3 		$7.26M Buy
293,700
+82,718
+39% +$2.38M 0.02% 1134
2015
Q2 		$7.03M Sell
210,982
-242,813
-54% -$8.95M 0.02% 1200
2015
Q1 		$16.3M Buy
+453,795
New +$17.4M 0.03% 680
2014
Q3 		– Sell
-376,100
Closed -$13.9M – 3055
2014
Q2 		$13.9M Sell
376,100
-539,731
-59% -$16.6M 0.03% 657
2014
Q1 		$25.1M Buy
915,831
+620,931
+211% +$17.4M 0.06% 395
2013
Q4 		$8.81M Buy
294,900
+188,665
+178% +$5.63M 0.02% 866
2013
Q3 		$3.23M Sell
106,235
-158,665
-60% -$4.87M 0.01% 1405
2013
Q2 		$8.08M Buy
+264,900
New +$7.91M 0.02% 858

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
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

Jim Simons's EEP Position: Q4 2017 in Review

Jim Simons sold out of Enbridge Energy Partners (EEP) in Q4 2017, closing a stake of 155,600 shares — an estimated $2.49M sold.

Jim Simons first reported a position in EEP in Q2 2013 and held it in 15 quarters. The position peaked at $25.1M in Q1 2014. 266 funds tracked by Wall St. Rank hold EEP as of Q4 2017.

  • Jim Simons reported no remaining Enbridge Energy Partners position as of Q4 2017 after selling out during the quarter.
  • Jim Simons sold 155,600 Enbridge Energy Partners shares in Q4 2017, an estimated $2.49M.
  • Jim Simons first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 15 quarters.
  • Jim Simons's Enbridge Energy Partners position peaked at $25.1M in Q1 2014.
  • 266 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2017.

Based on Renaissance Technologies's 13F filing for Q4 2017, filed 13 Feb 2018.