SBL
EEP

Sargent Bickham Lagudis’s Enbridge Energy Partners EEP Stock Holding History

Sargent Bickham Lagudis’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
Q4 		– Sell
-300
Closed -$5K – 857
2017
Q3 		$5K Hold
300
– – ﹤0.01% 702
2017
Q2 		$5K Hold
300
– – ﹤0.01% 658
2017
Q1 		$6K Hold
300
– – ﹤0.01% 651
2016
Q4 		$8K Sell
300
-781
-72% -$19K ﹤0.01% 591
2016
Q3 		$27 Buy
1,081
+300
+38% +$7.21K ﹤0.01% 444
2016
Q2 		$18K Hold
781
– – ﹤0.01% 478
2016
Q1 		$14K Buy
+781
New +$13.8K ﹤0.01% 529

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return

Sargent Bickham Lagudis's EEP Position: Q4 2017 in Review

Sargent Bickham Lagudis sold out of Enbridge Energy Partners (EEP) in Q4 2017, closing a stake of 300 shares — an estimated $5K sold.

Sargent Bickham Lagudis first reported a position in EEP in Q1 2016 and held it in 7 quarters. The position peaked at $18K in Q2 2016. 266 funds tracked by Wall St. Rank hold EEP as of Q4 2017.

  • Sargent Bickham Lagudis reported no remaining Enbridge Energy Partners position as of Q4 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 300 Enbridge Energy Partners shares in Q4 2017, an estimated $5K.
  • Sargent Bickham Lagudis first reported a position in Enbridge Energy Partners in Q1 2016 and held it in 7 quarters.
  • Sargent Bickham Lagudis's Enbridge Energy Partners position peaked at $18K in Q2 2016.
  • 266 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2017, filed 13 Sep 2021.