LFR
EEP

Lehman Financial Resources’s Enbridge Energy Partners EEP Stock Holding History

Lehman Financial Resources’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
-8,500
Closed -$216K – 66
2016
Q4 		$216K Hold
8,500
– – 0.12% 53
2016
Q3 		$216K Buy
+8,500
New +$204K 0.12% 52
2016
Q1 		– Sell
-10,305
Closed -$237K – 65
2015
Q4 		$237K Sell
10,305
-1,200
-10% -$30K 0.13% 54
2015
Q3 		$284K Sell
11,505
-800
-7% -$23K 0.14% 52
2015
Q2 		$410K Hold
12,305
– – 0.2% 45
2015
Q1 		$443K Hold
12,305
– – 0.2% 48
2014
Q4 		$491K Sell
12,305
-90,484
-88% -$3.39M 0.24% 47
2014
Q3 		$3.99M Sell
102,789
-6,997
-6% -$252K 2.08% 9
2014
Q2 		$4.05M Buy
109,786
+1,000
+0.9% +$30.8K 1.93% 11
2014
Q1 		$2.98M Buy
108,786
+8,105
+8% +$227K 1.54% 16
2013
Q4 		$3.01M Buy
100,681
+6,370
+7% +$190K 1.86% 15
2013
Q3 		$2.87M Buy
94,311
+1,011
+1% +$31K 1.84% 15
2013
Q2 		$2.85M Buy
+93,300
New +$2.78M 1.93% 14

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

Lehman Financial Resources's EEP Position: Q1 2017 in Review

Lehman Financial Resources sold out of Enbridge Energy Partners (EEP) in Q1 2017, closing a stake of 8,500 shares — an estimated $216K sold.

Lehman Financial Resources first reported a position in EEP in Q2 2013 and held it in 13 quarters. The position peaked at $4.05M in Q2 2014. 261 funds tracked by Wall St. Rank hold EEP as of Q1 2017.

  • Lehman Financial Resources reported no remaining Enbridge Energy Partners position as of Q1 2017 after selling out during the quarter.
  • Lehman Financial Resources sold 8,500 Enbridge Energy Partners shares in Q1 2017, an estimated $216K.
  • Lehman Financial Resources first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 13 quarters.
  • Lehman Financial Resources's Enbridge Energy Partners position peaked at $4.05M in Q2 2014.
  • 261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2017.

Based on Lehman Financial Resources's 13F filing for Q1 2017, filed 15 May 2017.