RIA
EEP

Regal Investment Advisors’s Enbridge Energy Partners EEP Stock Holding History

Regal Investment 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
2015
Q2 		– Sell
-385
Closed -$14K – 1050
2015
Q1 		$14K Hold
385
– – ﹤0.01% 630
2014
Q4 		$15K Sell
385
-400
-51% -$15K ﹤0.01% 593
2014
Q3 		$30K Hold
785
– – 0.01% 491
2014
Q2 		$29K Hold
785
– – 0.01% 483
2014
Q1 		$22K Buy
785
+218
+38% +$6.1K 0.01% 494
2013
Q4 		$17K Buy
567
+167
+42% +$4.98K 0.01% 500
2013
Q3 		$12K Hold
400
– – 0.01% 575
2013
Q2 		$12K Buy
+400
New +$11.9K 0.01% 558

Other funds holding EEP

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Regal Investment Advisors's EEP Position: Q2 2015 in Review

Regal Investment Advisors sold out of Enbridge Energy Partners (EEP) in Q2 2015, closing a stake of 385 shares — an estimated $14K sold.

Regal Investment Advisors first reported a position in EEP in Q2 2013 and held it in 8 quarters. The position peaked at $30K in Q3 2014. 329 funds tracked by Wall St. Rank hold EEP as of Q2 2015.

  • Regal Investment Advisors reported no remaining Enbridge Energy Partners position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 385 Enbridge Energy Partners shares in Q2 2015, an estimated $14K.
  • Regal Investment Advisors first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 8 quarters.
  • Regal Investment Advisors's Enbridge Energy Partners position peaked at $30K in Q3 2014.
  • 329 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.