RNS
EEP

Robert N. Shapiro’s Enbridge Energy Partners EEP Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$185K Buy
4,643
+2,433
+110% +$91.2K 0.04% 265
2014
Q3 		$86K Buy
2,210
+610
+38% +$22K 0.02% 394
2014
Q2 		$59K Hold
1,600
– – 0.01% 445
2014
Q1 		$44K Hold
1,600
– – 0.01% 481
2013
Q4 		$48K Hold
1,600
– – 0.01% 466
2013
Q3 		$49K Hold
1,600
– – 0.01% 591
2013
Q2 		$49K Buy
+1,600
New +$47.8K 0.01% 567

Other funds holding EEP

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robert N. Shapiro's EEP Position: Q4 2014 in Review

Robert N. Shapiro increased its Enbridge Energy Partners (EEP) stake by 110% in Q4 2014, buying an estimated $91.2K and bringing the position to 4,643 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #265.

Robert N. Shapiro first reported a position in EEP in Q2 2013 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold EEP as of Q4 2014.

  • Robert N. Shapiro held 4,643 shares of Enbridge Energy Partners worth $185K as of Q4 2014.
  • Robert N. Shapiro bought 2,433 Enbridge Energy Partners shares in Q4 2014, an estimated $91.2K.
  • Enbridge Energy Partners made up 0.04% of Robert N. Shapiro's portfolio in Q4 2014, its #265 holding.
  • Robert N. Shapiro first reported a position in Enbridge Energy Partners in Q2 2013 and has held it in 7 quarters since.
  • 311 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.