SWM
EEP

Selective Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

Selective Wealth Management’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
2018
Q3 		$11K Buy
+1,000
New +$11.2K 0.13% 86

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
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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Selective Wealth Management's EEP Position: Q3 2018 in Review

Selective Wealth Management opened a new position in Enbridge Energy Partners (EEP) in Q3 2018: 1,000 shares worth $11K. The stake represents 0.13% of the portfolio and ranks #86 among its holdings.

228 funds tracked by Wall St. Rank hold EEP as of Q3 2018.

  • Selective Wealth Management held 1,000 shares of Enbridge Energy Partners worth $11K as of Q3 2018.
  • Enbridge Energy Partners was a new Selective Wealth Management position in Q3 2018.
  • Enbridge Energy Partners made up 0.13% of Selective Wealth Management's portfolio in Q3 2018, its #86 holding.
  • 228 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2018.

Based on Selective Wealth Management's 13F filing for Q3 2018, filed 12 Oct 2018.