SPIA
EEQ

Steward Partners Investment Advisory’s Enbridge Energy Management Llc EEQ Stock Holding History

Steward Partners Investment Advisory’s Portfolio EEQ Stock Details EEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-6,391
Closed -$87K – 1999
2017
Q3 		$87K Hold
6,391
– – 0.01% 570
2017
Q2 		$85K Hold
6,391
– – 0.01% 521
2017
Q1 		$100K Hold
6,391
– – 0.02% 433
2016
Q4 		$137K Buy
+6,391
New +$129K 0.06% 217

Other funds holding EEQ

EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Steward Partners Investment Advisory's EEQ Position: Q4 2017 in Review

Steward Partners Investment Advisory sold out of Enbridge Energy Management Llc (EEQ) in Q4 2017, closing a stake of 6,391 shares — an estimated $87K sold.

Steward Partners Investment Advisory first reported a position in EEQ in Q4 2016 and held it in 4 quarters. The position peaked at $137K in Q4 2016. 129 funds tracked by Wall St. Rank hold EEQ as of Q4 2017.

  • Steward Partners Investment Advisory reported no remaining Enbridge Energy Management Llc position as of Q4 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 6,391 Enbridge Energy Management Llc shares in Q4 2017, an estimated $87K.
  • Steward Partners Investment Advisory first reported a position in Enbridge Energy Management Llc in Q4 2016 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Enbridge Energy Management Llc position peaked at $137K in Q4 2016.
  • 129 funds tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2017, filed 19 Jan 2018.