MA
EEP

MCF Advisors’s Enbridge Energy Partners EEP Stock Holding History

MCF Advisors’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
-2,168
Closed -$55K – 510
2016
Q4 		$55K Buy
2,168
+53
+3% +$1.29K 0.01% 201
2016
Q3 		$54K Buy
2,115
+48
+2% +$1.15K 0.01% 198
2016
Q2 		$48K Buy
2,067
+54
+3% +$1.14K 0.01% 228
2016
Q1 		$37K Sell
2,013
-209
-9% -$3.69K 0.01% 215
2015
Q4 		$51K Buy
2,222
+49
+2% +$1.23K 0.01% 174
2015
Q3 		$54K Buy
2,173
+45
+2% +$1.29K 0.01% 173
2015
Q2 		$71K Buy
2,128
+32
+2% +$1.18K 0.02% 158
2015
Q1 		$75K Buy
2,096
+30
+1% +$1.15K 0.02% 155
2014
Q4 		$82K Buy
2,066
+30
+1% +$1.12K 0.02% 145
2014
Q3 		$56K Buy
2,036
+32
+2% +$1.15K 0.02% 177
2014
Q2 		$55K Buy
2,004
+35
+2% +$1.08K 0.02% 175
2014
Q1 		$54K Buy
1,969
+38
+2% +$1.06K 0.02% 180
2013
Q4 		$53K Sell
1,931
-3,771
-66% -$113K 0.02% 166
2013
Q3 		$156K Buy
5,702
+104
+2% +$3.19K 0.09% 95
2013
Q2 		$153K Buy
+5,598
New +$167K 0.09% 90

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

MCF Advisors's EEP Position: Q1 2017 in Review

MCF Advisors sold out of Enbridge Energy Partners (EEP) in Q1 2017, closing a stake of 2,168 shares — an estimated $55K sold.

MCF Advisors first reported a position in EEP in Q2 2013 and held it in 15 quarters. The position peaked at $156K in Q3 2013. 261 funds tracked by Wall St. Rank hold EEP as of Q1 2017.

  • MCF Advisors reported no remaining Enbridge Energy Partners position as of Q1 2017 after selling out during the quarter.
  • MCF Advisors sold 2,168 Enbridge Energy Partners shares in Q1 2017, an estimated $55K.
  • MCF Advisors first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 15 quarters.
  • MCF Advisors's Enbridge Energy Partners position peaked at $156K in Q3 2013.
  • 261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2017.

Based on MCF Advisors's 13F filing for Q1 2017, filed 2 May 2017.