SHJ
EEP

Sharkey, Howes & Javer’s Enbridge Energy Partners EEP Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-1,088
Closed -$36K – 237
2015
Q2 		$36K Hold
1,088
– – 0.03% 109
2015
Q1 		$39K Buy
+1,088
New +$41.7K 0.03% 115

Other funds holding EEP

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Sharkey, Howes & Javer's EEP Position: Q3 2015 in Review

Sharkey, Howes & Javer sold out of Enbridge Energy Partners (EEP) in Q3 2015, closing a stake of 1,088 shares — an estimated $36K sold.

Sharkey, Howes & Javer first reported a position in EEP in Q1 2015 and held it in 2 quarters. The position peaked at $39K in Q1 2015. 293 funds tracked by Wall St. Rank hold EEP as of Q3 2015.

  • Sharkey, Howes & Javer reported no remaining Enbridge Energy Partners position as of Q3 2015 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 1,088 Enbridge Energy Partners shares in Q3 2015, an estimated $36K.
  • Sharkey, Howes & Javer first reported a position in Enbridge Energy Partners in Q1 2015 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Enbridge Energy Partners position peaked at $39K in Q1 2015.
  • 293 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2015, filed 5 Nov 2015.