Tarbox Family Office’s Enbridge Energy Partners EEP Stock Holding History

Tarbox Family Office’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	-421	Closed	-$6K	–	658
2017 Q4	$6K	Hold	421	–	–	﹤0.01%	389
2017 Q3	$7K	Hold	421	–	–	﹤0.01%	358
2017 Q2	$7K	Hold	421	–	–	﹤0.01%	340
2017 Q1	$8K	Buy	+421	New	+$8.52K	﹤0.01%	316

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

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

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

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

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

Tarbox Family Office's EEP Position: Q1 2018 in Review

Tarbox Family Office sold out of Enbridge Energy Partners (EEP) in Q1 2018, closing a stake of 421 shares — an estimated $6K sold.

Tarbox Family Office first reported a position in EEP in Q1 2017 and held it in 4 quarters. The position peaked at $8K in Q1 2017. 245 funds tracked by Wall St. Rank hold EEP as of Q1 2018.

Tarbox Family Office reported no remaining Enbridge Energy Partners position as of Q1 2018 after selling out during the quarter.
Tarbox Family Office sold 421 Enbridge Energy Partners shares in Q1 2018, an estimated $6K.
Tarbox Family Office first reported a position in Enbridge Energy Partners in Q1 2017 and held it in 4 quarters.
Tarbox Family Office's Enbridge Energy Partners position peaked at $8K in Q1 2017.
245 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2018.

Based on Tarbox Family Office's 13F filing for Q1 2018, filed 25 Apr 2018.