Kavar Capital Partners Group’s Enbridge Energy Partners EEP Stock Holding History

Kavar Capital Partners Group’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
2016 Q1	–	Sell	-900	Closed	-$20K	–	464
2015 Q4	$20K	Hold	900	–	–	0.01%	227
2015 Q3	$22K	Sell	900 -1,000	-53%	-$28.7K	0.02%	221
2015 Q2	$63K	Buy	+1,900	New	+$70K	0.04%	168
2014 Q2	–	Sell	-1,000	Closed	-$27K	–	501
2014 Q1	$27K	Hold	1,000	–	–	0.02%	238
2013 Q4	$29K	Buy	+1,000	New	+$29.8K	0.03%	222

Other funds holding EEP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Kavar Capital Partners Group's EEP Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Enbridge Energy Partners (EEP) in Q1 2016, closing a stake of 900 shares — an estimated $20K sold.

Kavar Capital Partners Group first reported a position in EEP in Q4 2013 and held it in 5 quarters. The position peaked at $63K in Q2 2015. 267 funds tracked by Wall St. Rank hold EEP as of Q1 2016.

Kavar Capital Partners Group reported no remaining Enbridge Energy Partners position as of Q1 2016 after selling out during the quarter.
Kavar Capital Partners Group sold 900 Enbridge Energy Partners shares in Q1 2016, an estimated $20K.
Kavar Capital Partners Group first reported a position in Enbridge Energy Partners in Q4 2013 and held it in 5 quarters.
Kavar Capital Partners Group's Enbridge Energy Partners position peaked at $63K in Q2 2015.
267 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.