Plante Moran Financial Advisors’s Enbridge Energy Partners EEP Stock Holding History

Plante Moran 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
2016 Q3	–	Sell	-2,000	Closed	-$46K	–	1020
2016 Q2	$46K	Sell	2,000 -65	-3%	-$1.38K	0.03%	301
2016 Q1	$38K	Buy	2,065 +65	+3%	+$1.15K	0.03%	301
2015 Q4	$46K	Hold	2,000	–	–	0.03%	292
2015 Q3	$49K	Hold	2,000	–	–	0.04%	263
2015 Q2	$67K	Hold	2,000	–	–	0.05%	254
2015 Q1	$72K	Hold	2,000	–	–	0.05%	235
2014 Q4	$80K	Hold	2,000	–	–	0.06%	213
2014 Q3	$78K	Hold	2,000	–	–	0.07%	192
2014 Q2	$74K	Hold	2,000	–	–	0.07%	182
2014 Q1	$55K	Hold	2,000	–	–	0.06%	164
2013 Q4	$60K	Hold	2,000	–	–	0.03%	208
2013 Q3	$61K	Hold	2,000	–	–	0.04%	174
2013 Q2	$61K	Buy	+2,000	New	+$59.7K	0.05%	154

Other funds holding EEP

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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

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return