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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

HFA

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Plante Moran Financial Advisors's EEP Position: Q3 2016 in Review

Plante Moran Financial Advisors sold out of Enbridge Energy Partners (EEP) in Q3 2016, closing a stake of 2,000 shares — an estimated $46K sold.

Plante Moran Financial Advisors first reported a position in EEP in Q2 2013 and held it in 13 quarters. The position peaked at $80K in Q4 2014. 287 funds tracked by Wall St. Rank hold EEP as of Q3 2016.

Plante Moran Financial Advisors reported no remaining Enbridge Energy Partners position as of Q3 2016 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,000 Enbridge Energy Partners shares in Q3 2016, an estimated $46K.
Plante Moran Financial Advisors first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 13 quarters.
Plante Moran Financial Advisors's Enbridge Energy Partners position peaked at $80K in Q4 2014.
287 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2016, filed 3 Nov 2016.