JP Morgan Private Wealth Advisors’s Enbridge Energy Management Llc EEQ Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio EEQ Stock Details EEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-29,646	Closed	-$253K	–	1554
2018 Q1	$253K	Sell	29,646 -2,853	-9%	-$32.6K	﹤0.01%	1111
2017 Q4	$396K	Buy	32,499 +8,061	+33%	+$101K	﹤0.01%	955
2017 Q3	$335K	Sell	24,438 -4	-0%	-$52	﹤0.01%	989
2017 Q2	$327K	Buy	24,442 +2	+0%	+$29	﹤0.01%	981
2017 Q1	$384K	Sell	24,440 -42,533	-64%	-$720K	﹤0.01%	966
2016 Q4	$1.44M	Sell	66,973 -14,716	-18%	-$297K	0.01%	505
2016 Q3	$1.69M	Sell	81,689 -13,978	-15%	-$266K	0.02%	477
2016 Q2	$1.74M	Sell	95,667 -1,005	-1%	-$16.5K	0.02%	476
2016 Q1	$1.34M	Buy	96,672 +4,397	+5%	+$58K	0.01%	491
2015 Q4	$1.53M	Sell	92,275 -87,955	-49%	-$1.6M	0.02%	429
2015 Q3	$3.12M	Buy	180,230 +68,711	+62%	+$1.41M	0.04%	274
2015 Q2	$2.63M	Buy	111,519 +18,222	+20%	+$465K	0.03%	319
2015 Q1	$2.39M	Buy	93,297 +10,002	+12%	+$258K	0.03%	340
2014 Q4	$2.24M	Buy	83,295 +1,362	+2%	+$34.1K	0.03%	360
2014 Q3	$2.08M	Buy	81,933 +60,190	+277%	+$1.44M	0.03%	365
2014 Q2	$515K	Buy	21,743 +3,316	+18%	+$66.4K	0.01%	559
2014 Q1	$336K	Buy	+18,427	New	+$331K	0.01%	689

Other funds holding EEQ

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

MBA

Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EEQ Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Enbridge Energy Management Llc (EEQ) in Q2 2018, closing a stake of 29,646 shares — an estimated $253K sold.

JP Morgan Private Wealth Advisors first reported a position in EEQ in Q1 2014 and held it in 17 quarters. The position peaked at $3.12M in Q3 2015. 114 funds tracked by Wall St. Rank hold EEQ as of Q2 2018.

JP Morgan Private Wealth Advisors reported no remaining Enbridge Energy Management Llc position as of Q2 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 29,646 Enbridge Energy Management Llc shares in Q2 2018, an estimated $253K.
JP Morgan Private Wealth Advisors first reported a position in Enbridge Energy Management Llc in Q1 2014 and held it in 17 quarters.
JP Morgan Private Wealth Advisors's Enbridge Energy Management Llc position peaked at $3.12M in Q3 2015.
114 funds tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.