PMFA
EEQ

Plante Moran Financial Advisors’s Enbridge Energy Management Llc EEQ Stock Holding History

Plante Moran Financial Advisors’s Portfolio EEQ Stock Details EEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-233
Closed -$3K – 971
2016
Q1 		$3K Buy
+233
New +$3.07K ﹤0.01% 690

Other funds holding EEQ

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Plante Moran Financial Advisors's EEQ Position: Q2 2016 in Review

Plante Moran Financial Advisors sold out of Enbridge Energy Management Llc (EEQ) in Q2 2016, closing a stake of 233 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in EEQ in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 138 funds tracked by Wall St. Rank hold EEQ as of Q2 2016.

  • Plante Moran Financial Advisors reported no remaining Enbridge Energy Management Llc position as of Q2 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 233 Enbridge Energy Management Llc shares in Q2 2016, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Enbridge Energy Management Llc in Q1 2016 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Enbridge Energy Management Llc position peaked at $3K in Q1 2016.
  • 138 funds tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q2 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.