KPCM
EEQ

Kings Point Capital Management’s Enbridge Energy Management Llc EEQ Stock Holding History

Kings Point Capital 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
Q3 		– Sell
-1,541
Closed -$21K – 376
2017
Q2 		$21K Sell
1,541
-1
-0.1% -$15 ﹤0.01% 286
2017
Q1 		$24K Hold
1,542
– – 0.01% 281
2016
Q4 		$33K Hold
1,542
– – 0.01% 226
2016
Q3 		$32K Hold
1,542
– – 0.01% 220
2016
Q2 		$28K Sell
1,542
-1
-0.1% -$16 0.01% 238
2016
Q1 		$21K Hold
1,543
– – 0.01% 258
2015
Q4 		$26K Sell
1,543
-1
-0.1% -$18 0.01% 272
2015
Q3 		$27K Sell
1,544
-1
-0.1% -$21 0.01% 281
2015
Q2 		$36K Sell
1,545
-1
-0.1% -$26 0.01% 247
2015
Q1 		$40K Hold
1,546
– – 0.01% 240
2014
Q4 		$42K Buy
1,546
+1
+0.1% +$25 0.01% 216
2014
Q3 		$39K Sell
1,545
-1
-0.1% -$24 0.01% 203
2014
Q2 		$37K Buy
1,546
+1
+0.1% +$20 0.01% 206
2014
Q1 		$28K Buy
+1,545
New +$27.8K 0.01% 209

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
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Kings Point Capital Management's EEQ Position: Q3 2017 in Review

Kings Point Capital Management sold out of Enbridge Energy Management Llc (EEQ) in Q3 2017, closing a stake of 1,541 shares — an estimated $21K sold.

Kings Point Capital Management first reported a position in EEQ in Q1 2014 and held it in 14 quarters. The position peaked at $42K in Q4 2014. 130 funds tracked by Wall St. Rank hold EEQ as of Q3 2017.

  • Kings Point Capital Management reported no remaining Enbridge Energy Management Llc position as of Q3 2017 after selling out during the quarter.
  • Kings Point Capital Management sold 1,541 Enbridge Energy Management Llc shares in Q3 2017, an estimated $21K.
  • Kings Point Capital Management first reported a position in Enbridge Energy Management Llc in Q1 2014 and held it in 14 quarters.
  • Kings Point Capital Management's Enbridge Energy Management Llc position peaked at $42K in Q4 2014.
  • 130 funds tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q3 2017.

Based on Kings Point Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.