SWS Partners’s Enbridge Energy Partners EEP Stock Holding History

SWS Partners’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 Q2	–	Sell	-843	Closed	-$8K	–	363
2018 Q1	$8K	Buy	843 +685	+434%	+$9K	0.01%	280
2017 Q4	$2K	Buy	+158	New	+$2.3K	﹤0.01%	371

Other funds holding EEP

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SWS Partners's EEP Position: Q2 2018 in Review

SWS Partners sold out of Enbridge Energy Partners (EEP) in Q2 2018, closing a stake of 843 shares — an estimated $8K sold.

SWS Partners first reported a position in EEP in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 234 funds tracked by Wall St. Rank hold EEP as of Q2 2018.

SWS Partners reported no remaining Enbridge Energy Partners position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 843 Enbridge Energy Partners shares in Q2 2018, an estimated $8K.
SWS Partners first reported a position in Enbridge Energy Partners in Q4 2017 and held it in 2 quarters.
SWS Partners's Enbridge Energy Partners position peaked at $8K in Q1 2018.
234 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.