MIFH
EEP

Migdal Insurance & Financial Holdings’s Enbridge Energy Partners EEP Stock Holding History

Migdal Insurance & Financial Holdings’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
Q3 		– Sell
-7,757
Closed -$85K – 818
2018
Q2 		$85K Buy
7,757
+2,209
+40% +$22.1K ﹤0.01% 536
2018
Q1 		$53K Buy
5,548
+1,146
+26% +$15.1K ﹤0.01% 437
2017
Q4 		$61K Sell
4,402
-435
-9% -$6.33K ﹤0.01% 404
2017
Q3 		$77K Buy
4,837
+901
+23% +$13.9K ﹤0.01% 384
2017
Q2 		$62K Sell
3,936
-1,731
-31% -$30K ﹤0.01% 379
2017
Q1 		$105K Buy
+5,667
New +$115K ﹤0.01% 354

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Migdal Insurance & Financial Holdings's EEP Position: Q3 2018 in Review

Migdal Insurance & Financial Holdings sold out of Enbridge Energy Partners (EEP) in Q3 2018, closing a stake of 7,757 shares — an estimated $85K sold.

Migdal Insurance & Financial Holdings first reported a position in EEP in Q1 2017 and held it in 6 quarters. The position peaked at $105K in Q1 2017. 228 funds tracked by Wall St. Rank hold EEP as of Q3 2018.

  • Migdal Insurance & Financial Holdings reported no remaining Enbridge Energy Partners position as of Q3 2018 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 7,757 Enbridge Energy Partners shares in Q3 2018, an estimated $85K.
  • Migdal Insurance & Financial Holdings first reported a position in Enbridge Energy Partners in Q1 2017 and held it in 6 quarters.
  • Migdal Insurance & Financial Holdings's Enbridge Energy Partners position peaked at $105K in Q1 2017.
  • 228 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2018, filed 8 Nov 2018.