OPWM
EEP

Oak Point Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

Oak Point Wealth Management’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
Q1 		$1K Buy
+146
New +$1.92K ﹤0.01% 204

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Oak Point Wealth Management's EEP Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in Enbridge Energy Partners (EEP) in Q1 2018: 146 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #204 among its holdings.

245 funds tracked by Wall St. Rank hold EEP as of Q1 2018.

  • Oak Point Wealth Management held 146 shares of Enbridge Energy Partners worth $1K as of Q1 2018.
  • Enbridge Energy Partners was a new Oak Point Wealth Management position in Q1 2018.
  • Enbridge Energy Partners made up ﹤0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #204 holding.
  • 245 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.