SXL
EEP

Summit X LLC’s Enbridge Energy Partners EEP Stock Holding History

Summit X LLC’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
Q1 		– Sell
-13,049
Closed -$181K – 201
2017
Q4 		$181K Buy
13,049
+2,934
+29% +$42.7K 0.11% 173
2017
Q3 		$162K Sell
10,115
-2,525
-20% -$38.9K 0.11% 175
2017
Q2 		$202K Buy
+12,640
New +$219K 0.14% 170

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 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return

Summit X LLC's EEP Position: Q1 2018 in Review

Summit X LLC sold out of Enbridge Energy Partners (EEP) in Q1 2018, closing a stake of 13,049 shares — an estimated $181K sold.

Summit X LLC first reported a position in EEP in Q2 2017 and held it in 3 quarters. The position peaked at $202K in Q2 2017. 246 funds tracked by Wall St. Rank hold EEP as of Q1 2018.

  • Summit X LLC reported no remaining Enbridge Energy Partners position as of Q1 2018 after selling out during the quarter.
  • Summit X LLC sold 13,049 Enbridge Energy Partners shares in Q1 2018, an estimated $181K.
  • Summit X LLC first reported a position in Enbridge Energy Partners in Q2 2017 and held it in 3 quarters.
  • Summit X LLC's Enbridge Energy Partners position peaked at $202K in Q2 2017.
  • 246 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2018.

Based on Summit X LLC's 13F filing for Q1 2018, filed 23 May 2018.