OIA
EEP

Optimum Investment Advisors’s Enbridge Energy Partners EEP Stock Holding History

Optimum Investment 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
2015
Q1 		$8K Sell
215
-1,185
-85% -$45.4K ﹤0.01% 830
2014
Q4 		$56K Hold
1,400
– – 0.02% 479
2014
Q3 		$54K Hold
1,400
– – 0.02% 465
2014
Q2 		$52K Hold
1,400
– – 0.02% 479
2014
Q1 		$38K Hold
1,400
– – 0.01% 430
2013
Q4 		$42K Hold
1,400
– – 0.02% 415
2013
Q3 		$43K Buy
+1,400
New +$42.9K 0.02% 393

Other funds holding EEP

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Optimum Investment Advisors's EEP Position: Q1 2015 in Review

Optimum Investment Advisors reduced its Enbridge Energy Partners (EEP) stake by 85% in Q1 2015, selling an estimated $45.4K and leaving 215 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Optimum Investment Advisors first reported a position in EEP in Q3 2013 and has held it in 7 quarters since. The position peaked at $56K in Q4 2014. 321 funds tracked by Wall St. Rank hold EEP as of Q1 2015.

  • Optimum Investment Advisors held 215 shares of Enbridge Energy Partners worth $8K as of Q1 2015.
  • Optimum Investment Advisors sold 1,185 Enbridge Energy Partners shares in Q1 2015, an estimated $45.4K.
  • Enbridge Energy Partners made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #830 holding.
  • Optimum Investment Advisors first reported a position in Enbridge Energy Partners in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Enbridge Energy Partners position peaked at $56K in Q4 2014.
  • 321 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.