MWAC
EEQ

Mariner Wealth Advisors (Cincinnati)’s Enbridge Energy Management Llc EEQ Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q4 		– Sell
-19,913
Closed -$273K – 297
2017
Q3 		$273K Buy
19,913
+1
+0% +$13 0.02% 227
2017
Q2 		$266K Sell
19,912
-1
-0% -$15 0.02% 226
2017
Q1 		$312K Sell
19,913
-1
-0% -$17 0.02% 214
2016
Q4 		$428K Hold
19,914
– – 0.03% 174
2016
Q3 		$411K Hold
19,914
– – 0.04% 176
2016
Q2 		$362K Buy
19,914
+9
+0% +$148 0.03% 190
2016
Q1 		$275K Sell
19,905
-11
-0.1% -$145 0.03% 200
2015
Q4 		$330K Buy
+19,916
New +$362K 0.03% 182

Other funds holding EEQ

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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 $2.78B AUM 26.09% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s EEQ Position: Q4 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Enbridge Energy Management Llc (EEQ) in Q4 2017, closing a stake of 19,913 shares — an estimated $273K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in EEQ in Q4 2015 and held it in 8 quarters. The position peaked at $428K in Q4 2016. 129 funds tracked by Wall St. Rank hold EEQ as of Q4 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Enbridge Energy Management Llc position as of Q4 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 19,913 Enbridge Energy Management Llc shares in Q4 2017, an estimated $273K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Enbridge Energy Management Llc in Q4 2015 and held it in 8 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Enbridge Energy Management Llc position peaked at $428K in Q4 2016.
  • 129 funds tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2017, filed 12 Feb 2018.