SLF
EEP

Sun Life Financial’s Enbridge Energy Partners EEP Stock Holding History

Sun Life Financial’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
-1,000
Closed -$14K – 496
2017
Q4 		$14K Hold
1,000
– – ﹤0.01% 467
2017
Q3 		$16K Hold
1,000
– – ﹤0.01% 509
2017
Q2 		$16K Buy
1,000
+981
+5,163% +$17K ﹤0.01% 528
2017
Q1 		$1K Buy
+19
New +$385 ﹤0.01% 133

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Sun Life Financial's EEP Position: Q1 2018 in Review

Sun Life Financial sold out of Enbridge Energy Partners (EEP) in Q1 2018, closing a stake of 1,000 shares — an estimated $14K sold.

Sun Life Financial first reported a position in EEP in Q1 2017 and held it in 4 quarters. The position peaked at $16K in Q3 2017. 245 funds tracked by Wall St. Rank hold EEP as of Q1 2018.

  • Sun Life Financial reported no remaining Enbridge Energy Partners position as of Q1 2018 after selling out during the quarter.
  • Sun Life Financial sold 1,000 Enbridge Energy Partners shares in Q1 2018, an estimated $14K.
  • Sun Life Financial first reported a position in Enbridge Energy Partners in Q1 2017 and held it in 4 quarters.
  • Sun Life Financial's Enbridge Energy Partners position peaked at $16K in Q3 2017.
  • 245 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2018.

Based on Sun Life Financial's 13F filing for Q1 2018, filed 14 May 2018.