Kings Point Capital Management’s Enbridge Energy Partners EEP Stock Holding History

Kings Point Capital Management’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
2018 Q1	–	Sell	-931	Closed	-$13K	–	391
2017 Q4	$13K	Hold	931	–	–	﹤0.01%	351
2017 Q3	$15K	Hold	931	–	–	﹤0.01%	333
2017 Q2	$15K	Hold	931	–	–	﹤0.01%	311
2017 Q1	$18K	Hold	931	–	–	﹤0.01%	311
2016 Q4	$24K	Hold	931	–	–	0.01%	252
2016 Q3	$24K	Hold	931	–	–	0.01%	243
2016 Q2	$22K	Hold	931	–	–	0.01%	249
2016 Q1	$17K	Hold	931	–	–	﹤0.01%	277
2015 Q4	$21K	Hold	931	–	–	0.01%	290
2015 Q3	$23K	Hold	931	–	–	0.01%	301
2015 Q2	$31K	Hold	931	–	–	0.01%	263
2015 Q1	$34K	Hold	931	–	–	0.01%	258
2014 Q4	$37K	Hold	931	–	–	0.01%	236
2014 Q3	$36K	Hold	931	–	–	0.01%	211
2014 Q2	$34K	Buy	+931	New	+$28.7K	0.01%	214

Other funds holding EEP

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

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

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

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

MBA

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

Kings Point Capital Management's EEP Position: Q1 2018 in Review

Kings Point Capital Management sold out of Enbridge Energy Partners (EEP) in Q1 2018, closing a stake of 931 shares — an estimated $13K sold.

Kings Point Capital Management first reported a position in EEP in Q2 2014 and held it in 15 quarters. The position peaked at $37K in Q4 2014. 246 funds tracked by Wall St. Rank hold EEP as of Q1 2018.

Kings Point Capital Management reported no remaining Enbridge Energy Partners position as of Q1 2018 after selling out during the quarter.
Kings Point Capital Management sold 931 Enbridge Energy Partners shares in Q1 2018, an estimated $13K.
Kings Point Capital Management first reported a position in Enbridge Energy Partners in Q2 2014 and held it in 15 quarters.
Kings Point Capital Management's Enbridge Energy Partners position peaked at $37K in Q4 2014.
246 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2018.

Based on Kings Point Capital Management's 13F filing for Q1 2018, filed 10 May 2018.