PCFFS
EEP

Pacific Center for Financial Services’s Enbridge Energy Partners EEP Stock Holding History

Pacific Center for Financial Services’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
-60
Closed -$1K – 342
2018
Q2 		$1K Sell
60
-800
-93% -$8K ﹤0.01% 303
2018
Q1 		$8K Hold
860
– – ﹤0.01% 219
2017
Q4 		$12K Hold
860
– – 0.01% 190
2017
Q3 		$14K Hold
860
– – 0.01% 175
2017
Q2 		$14K Hold
860
– – 0.01% 169
2017
Q1 		$16K Hold
860
– – 0.01% 157
2016
Q4 		$22K Buy
+860
New +$21K 0.02% 140

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
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 $235B AUM 32.99% 1-Year Est. Return

Pacific Center for Financial Services's EEP Position: Q3 2018 in Review

Pacific Center for Financial Services sold out of Enbridge Energy Partners (EEP) in Q3 2018, closing a stake of 60 shares — an estimated $1K sold.

Pacific Center for Financial Services first reported a position in EEP in Q4 2016 and held it in 7 quarters. The position peaked at $22K in Q4 2016. 228 funds tracked by Wall St. Rank hold EEP as of Q3 2018.

  • Pacific Center for Financial Services reported no remaining Enbridge Energy Partners position as of Q3 2018 after selling out during the quarter.
  • Pacific Center for Financial Services sold 60 Enbridge Energy Partners shares in Q3 2018, an estimated $1K.
  • Pacific Center for Financial Services first reported a position in Enbridge Energy Partners in Q4 2016 and held it in 7 quarters.
  • Pacific Center for Financial Services's Enbridge Energy Partners position peaked at $22K in Q4 2016.
  • 228 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2018.

Based on Pacific Center for Financial Services's 13F filing for Q3 2018, filed 14 Nov 2018.