LWM
EEP

LBA Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

LBA Wealth 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
2017
Q1 		– Sell
-300
Closed -$8K – 477
2016
Q4 		$8K Hold
300
– – ﹤0.01% 343
2016
Q3 		$8K Hold
300
– – ﹤0.01% 341
2016
Q2 		$7K Hold
300
– – ﹤0.01% 337
2016
Q1 		$5K Buy
+300
New +$5.3K ﹤0.01% 357

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LBA Wealth Management's EEP Position: Q1 2017 in Review

LBA Wealth Management sold out of Enbridge Energy Partners (EEP) in Q1 2017, closing a stake of 300 shares — an estimated $8K sold.

LBA Wealth Management first reported a position in EEP in Q1 2016 and held it in 4 quarters. The position peaked at $8K in Q4 2016. 261 funds tracked by Wall St. Rank hold EEP as of Q1 2017.

  • LBA Wealth Management reported no remaining Enbridge Energy Partners position as of Q1 2017 after selling out during the quarter.
  • LBA Wealth Management sold 300 Enbridge Energy Partners shares in Q1 2017, an estimated $8K.
  • LBA Wealth Management first reported a position in Enbridge Energy Partners in Q1 2016 and held it in 4 quarters.
  • LBA Wealth Management's Enbridge Energy Partners position peaked at $8K in Q4 2016.
  • 261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.