PFA
EEP

Pathway Financial Advisors’s Enbridge Energy Partners EEP Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-1,300
Closed -$14K – 425
2018
Q2 		$14K Hold
1,300
– – 0.01% 359
2018
Q1 		$13K Hold
1,300
– – 0.01% 371
2017
Q4 		$18K Buy
+1,300
New +$18.9K 0.01% 362

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

Pathway Financial Advisors's EEP Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Enbridge Energy Partners (EEP) in Q3 2018, closing a stake of 1,300 shares — an estimated $14K sold.

Pathway Financial Advisors first reported a position in EEP in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q4 2017. 228 funds tracked by Wall St. Rank hold EEP as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Enbridge Energy Partners position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,300 Enbridge Energy Partners shares in Q3 2018, an estimated $14K.
  • Pathway Financial Advisors first reported a position in Enbridge Energy Partners in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Enbridge Energy Partners position peaked at $18K in Q4 2017.
  • 228 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.