SPIA
EEP

Steward Partners Investment Advisory’s Enbridge Energy Partners EEP Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-28
Closed – – 2786
2018
Q2 		$0 Buy
+28
New +$280 ﹤0.01% 2612

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 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 $303B AUM 53.02% 1-Year Est. Return

Steward Partners Investment Advisory's EEP Position: Q3 2018 in Review

Steward Partners Investment Advisory sold out of Enbridge Energy Partners (EEP) in Q3 2018, closing a stake of 28 shares.

Steward Partners Investment Advisory first reported a position in EEP in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 228 funds tracked by Wall St. Rank hold EEP as of Q3 2018.

  • Steward Partners Investment Advisory reported no remaining Enbridge Energy Partners position as of Q3 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 28 Enbridge Energy Partners shares in Q3 2018.
  • Steward Partners Investment Advisory first reported a position in Enbridge Energy Partners in Q2 2018 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Enbridge Energy Partners position peaked at $0 in Q2 2018.
  • 228 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2018, filed 23 Oct 2018.