MWAC
EEP

Mariner Wealth Advisors (Cincinnati)’s Enbridge Energy Partners EEP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
-22,462
Closed -$572K – 257
2016
Q4 		$572K Sell
22,462
-500
-2% -$12.2K 0.04% 149
2016
Q3 		$584K Hold
22,962
– – 0.05% 147
2016
Q2 		$533K Buy
22,962
+6,837
+42% +$145K 0.05% 159
2016
Q1 		$295K Sell
16,125
-7,837
-33% -$138K 0.03% 190
2015
Q4 		$553K Buy
+23,962
New +$600K 0.05% 140

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

Mariner Wealth Advisors (Cincinnati)'s EEP Position: Q1 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Enbridge Energy Partners (EEP) in Q1 2017, closing a stake of 22,462 shares — an estimated $572K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in EEP in Q4 2015 and held it in 5 quarters. The position peaked at $584K in Q3 2016. 261 funds tracked by Wall St. Rank hold EEP as of Q1 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Enbridge Energy Partners position as of Q1 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 22,462 Enbridge Energy Partners shares in Q1 2017, an estimated $572K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Enbridge Energy Partners in Q4 2015 and held it in 5 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Enbridge Energy Partners position peaked at $584K in Q3 2016.
  • 261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2017, filed 12 May 2017.