TC
EEP

Telemus Capital’s Enbridge Energy Partners EEP Stock Holding History

Telemus Capital’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
2017
Q1 		– Sell
-18,550
Closed -$473K – 354
2016
Q4 		$473K Sell
18,550
-1,450
-7% -$35.3K 0.06% 203
2016
Q3 		$509K Sell
20,000
-357
-2% -$8.58K 0.06% 218
2016
Q2 		$472K Buy
20,357
+807
+4% +$17.1K 0.06% 218
2016
Q1 		$358K Buy
+19,550
New +$345K 0.06% 231

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Telemus Capital's EEP Position: Q1 2017 in Review

Telemus Capital sold out of Enbridge Energy Partners (EEP) in Q1 2017, closing a stake of 18,550 shares — an estimated $473K sold.

Telemus Capital first reported a position in EEP in Q1 2016 and held it in 4 quarters. The position peaked at $509K in Q3 2016. 261 funds tracked by Wall St. Rank hold EEP as of Q1 2017.

  • Telemus Capital reported no remaining Enbridge Energy Partners position as of Q1 2017 after selling out during the quarter.
  • Telemus Capital sold 18,550 Enbridge Energy Partners shares in Q1 2017, an estimated $473K.
  • Telemus Capital first reported a position in Enbridge Energy Partners in Q1 2016 and held it in 4 quarters.
  • Telemus Capital's Enbridge Energy Partners position peaked at $509K in Q3 2016.
  • 261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2017.

Based on Telemus Capital's 13F filing for Q1 2017, filed 18 Apr 2017.