JIM
EEQ

Jupiter Investment Management’s Enbridge Energy Management Llc EEQ Stock Holding History

Jupiter Investment Management’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
2017
Q4 		– Sell
-18
Closed – – 466
2017
Q3 		$0 Sell
18
-59,671
-100% -$777K ﹤0.01% 488
2017
Q2 		$798K Buy
59,689
+35,725
+149% +$519K 0.01% 276
2017
Q1 		$375K Buy
+23,964
New +$406K 0.01% 312
2015
Q4 		– Sell
-1,249
Closed -$21K – 390
2015
Q3 		$21K Buy
+1,249
New +$25.6K ﹤0.01% 328

Other funds holding EEQ

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jupiter Investment Management's EEQ Position: Q4 2017 in Review

Jupiter Investment Management sold out of Enbridge Energy Management Llc (EEQ) in Q4 2017, closing a stake of 18 shares.

Jupiter Investment Management first reported a position in EEQ in Q3 2015 and held it in 4 quarters. The position peaked at $798K in Q2 2017. 129 funds tracked by Wall St. Rank hold EEQ as of Q4 2017.

  • Jupiter Investment Management reported no remaining Enbridge Energy Management Llc position as of Q4 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 18 Enbridge Energy Management Llc shares in Q4 2017.
  • Jupiter Investment Management first reported a position in Enbridge Energy Management Llc in Q3 2015 and held it in 4 quarters.
  • Jupiter Investment Management's Enbridge Energy Management Llc position peaked at $798K in Q2 2017.
  • 129 funds tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2017.

Based on Jupiter Investment Management's 13F filing for Q4 2017, filed 8 Feb 2018.