Mark Sheptoff Financial Planning’s Enbridge Energy Partners EEP Stock Holding History

Mark Sheptoff Financial Planning’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
2016 Q2	–	Sell	-700	Closed	-$13K	–	384
2016 Q1	$13K	Hold	700	–	–	0.01%	237
2015 Q4	$16K	Sell	700 -1,050	-60%	-$26.3K	0.01%	239
2015 Q3	$43K	Sell	1,750 -2,000	-53%	-$57.4K	0.04%	169
2015 Q2	$125K	Sell	3,750 -300	-7%	-$11.1K	0.1%	128
2015 Q1	$146K	Hold	4,050	–	–	0.12%	115
2014 Q4	$162K	Sell	4,050 -3,000	-43%	-$112K	0.14%	102
2014 Q3	$274K	Buy	7,050 +1,000	+17%	+$36K	0.24%	88
2014 Q2	$223K	Hold	6,050	–	–	0.19%	95
2014 Q1	$166K	Buy	+6,050	New	+$169K	0.15%	109

Other funds holding EEP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

EIP

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's EEP Position: Q2 2016 in Review

Mark Sheptoff Financial Planning sold out of Enbridge Energy Partners (EEP) in Q2 2016, closing a stake of 700 shares — an estimated $13K sold.

Mark Sheptoff Financial Planning first reported a position in EEP in Q1 2014 and held it in 9 quarters. The position peaked at $274K in Q3 2014. 275 funds tracked by Wall St. Rank hold EEP as of Q2 2016.

Mark Sheptoff Financial Planning reported no remaining Enbridge Energy Partners position as of Q2 2016 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 700 Enbridge Energy Partners shares in Q2 2016, an estimated $13K.
Mark Sheptoff Financial Planning first reported a position in Enbridge Energy Partners in Q1 2014 and held it in 9 quarters.
Mark Sheptoff Financial Planning's Enbridge Energy Partners position peaked at $274K in Q3 2014.
275 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q2 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2016, filed 9 Aug 2016.