RWA
EEP

Ropes Wealth Advisors’s Enbridge Energy Partners EEP Stock Holding History

Ropes Wealth 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
2017
Q2 		– Sell
-1,600
Closed -$30K – 605
2017
Q1 		$30K Hold
1,600
– – 0.01% 373
2016
Q4 		$41K Hold
1,600
– – 0.01% 339
2016
Q3 		$41K Hold
1,600
– – 0.01% 296
2016
Q2 		$37K Hold
1,600
– – 0.01% 291
2016
Q1 		$29K Hold
1,600
– – 0.01% 258
2015
Q4 		$37K Hold
1,600
– – 0.02% 263
2015
Q3 		$40K Hold
1,600
– – 0.02% 276
2015
Q2 		$53K Hold
1,600
– – 0.03% 193
2015
Q1 		$58K Buy
+1,600
New +$61.3K 0.03% 183

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ropes Wealth Advisors's EEP Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of Enbridge Energy Partners (EEP) in Q2 2017, closing a stake of 1,600 shares — an estimated $30K sold.

Ropes Wealth Advisors first reported a position in EEP in Q1 2015 and held it in 9 quarters. The position peaked at $58K in Q1 2015. 269 funds tracked by Wall St. Rank hold EEP as of Q2 2017.

  • Ropes Wealth Advisors reported no remaining Enbridge Energy Partners position as of Q2 2017 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,600 Enbridge Energy Partners shares in Q2 2017, an estimated $30K.
  • Ropes Wealth Advisors first reported a position in Enbridge Energy Partners in Q1 2015 and held it in 9 quarters.
  • Ropes Wealth Advisors's Enbridge Energy Partners position peaked at $58K in Q1 2015.
  • 269 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.