MLFP
EEQ

MPS Loria Financial Planners’s Enbridge Energy Management Llc EEQ Stock Holding History

MPS Loria Financial Planners’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
Q3 		– Sell
-984
Closed -$12K – 386
2017
Q2 		$12K Buy
+984
New +$14.3K 0.01% 285

Other funds holding EEQ

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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 $3.02B AUM 34.37% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MPS Loria Financial Planners's EEQ Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Enbridge Energy Management Llc (EEQ) in Q3 2017, closing a stake of 984 shares — an estimated $12K sold.

MPS Loria Financial Planners first reported a position in EEQ in Q2 2017 and held it in 1 quarter. The position peaked at $12K in Q2 2017. 130 funds tracked by Wall St. Rank hold EEQ as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Enbridge Energy Management Llc position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 984 Enbridge Energy Management Llc shares in Q3 2017, an estimated $12K.
  • MPS Loria Financial Planners first reported a position in Enbridge Energy Management Llc in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Enbridge Energy Management Llc position peaked at $12K in Q2 2017.
  • 130 funds tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.