Level Four Advisory Services’s Enbridge Energy Partners EEP Stock Holding History

Level Four Advisory Services’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	-14,918	Closed	-$206K	–	573
2017 Q4	$206K	Buy	+14,918	New	+$217K	0.02%	515
2017 Q1	–	Sell	-9,346	Closed	-$238K	–	527
2016 Q4	$238K	Buy	+9,346	New	+$228K	0.03%	410

Other funds holding EEP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

MBA

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Level Four Advisory Services's EEP Position: Q1 2018 in Review

Level Four Advisory Services sold out of Enbridge Energy Partners (EEP) in Q1 2018, closing a stake of 14,918 shares — an estimated $206K sold.

Level Four Advisory Services first reported a position in EEP in Q4 2016 and held it in 2 quarters. The position peaked at $238K in Q4 2016. 245 funds tracked by Wall St. Rank hold EEP as of Q1 2018.

Level Four Advisory Services reported no remaining Enbridge Energy Partners position as of Q1 2018 after selling out during the quarter.
Level Four Advisory Services sold 14,918 Enbridge Energy Partners shares in Q1 2018, an estimated $206K.
Level Four Advisory Services first reported a position in Enbridge Energy Partners in Q4 2016 and held it in 2 quarters.
Level Four Advisory Services's Enbridge Energy Partners position peaked at $238K in Q4 2016.
245 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2018.

Based on Level Four Advisory Services's 13F filing for Q1 2018, filed 14 May 2018.