JFGIW
EEP

Johnson Financial Group Inc (Wisconsin)’s Enbridge Energy Partners EEP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2015
Q3 		– Sell
-233
Closed -$8K – 879
2015
Q2 		$8K Sell
233
-1,206
-84% -$44.4K ﹤0.01% 708
2015
Q1 		$52K Hold
1,439
– – 0.01% 506
2014
Q4 		$57K Hold
1,439
– – 0.01% 469
2014
Q3 		$56K Buy
+1,439
New +$51.8K 0.01% 429

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O
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EIP
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UBS Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EEP Position: Q3 2015 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Enbridge Energy Partners (EEP) in Q3 2015, closing a stake of 233 shares — an estimated $8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EEP in Q3 2014 and held it in 4 quarters. The position peaked at $57K in Q4 2014. 293 funds tracked by Wall St. Rank hold EEP as of Q3 2015.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Enbridge Energy Partners position as of Q3 2015 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 233 Enbridge Energy Partners shares in Q3 2015, an estimated $8K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Enbridge Energy Partners in Q3 2014 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Enbridge Energy Partners position peaked at $57K in Q4 2014.
  • 293 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2015.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2015, filed 2 Nov 2015.