TA
EEQ

Tiedemann Advisors’s Enbridge Energy Management Llc EEQ Stock Holding History

Tiedemann Advisors’s Portfolio EEQ Stock Details EEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-23,315
Closed -$320K – 383
2017
Q3 		$320K Hold
23,315
– – 0.03% 275
2017
Q2 		$312K Sell
23,315
-15,130
-39% -$220K 0.02% 361
2017
Q1 		$603K Sell
38,445
-19,034
-33% -$322K 0.05% 246
2016
Q4 		$1.23M Buy
57,479
+19,034
+50% +$384K 0.12% 128
2016
Q3 		$793K Sell
38,445
-1
-0% -$19 0.17% 73
2016
Q2 		$700K Hold
38,446
– – 0.67% 35
2016
Q1 		$531K Sell
38,446
-1
-0% -$13 0.42% 37
2015
Q4 		$638K Sell
38,447
-1
-0% -$18 0.25% 38
2015
Q3 		$665K Sell
38,448
-1
-0% -$21 0.51% 27
2015
Q2 		$906K Sell
38,449
-1
-0% -$26 0.93% 26
2015
Q1 		$984K Sell
38,450
-1
-0% -$26 1.8% 21
2014
Q4 		$1.03M Buy
38,451
+11,837
+44% +$296K 1.62% 22
2014
Q3 		$675K Hold
26,614
– – 1.38% 25
2014
Q2 		$629K Buy
26,614
+16
+0.1% +$321 1.47% 25
2014
Q1 		$486K Buy
26,598
+2
+0% +$36 1.55% 23
2013
Q4 		$493K Sell
26,596
-27,888
-51% -$508K 1.63% 23
2013
Q3 		$996K Buy
+54,484
New +$1.04M 2% 25

Other funds holding EEQ

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Tiedemann Advisors's EEQ Position: Q4 2017 in Review

Tiedemann Advisors sold out of Enbridge Energy Management Llc (EEQ) in Q4 2017, closing a stake of 23,315 shares — an estimated $320K sold.

Tiedemann Advisors first reported a position in EEQ in Q3 2013 and held it in 17 quarters. The position peaked at $1.23M in Q4 2016. 129 funds tracked by Wall St. Rank hold EEQ as of Q4 2017.

  • Tiedemann Advisors reported no remaining Enbridge Energy Management Llc position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 23,315 Enbridge Energy Management Llc shares in Q4 2017, an estimated $320K.
  • Tiedemann Advisors first reported a position in Enbridge Energy Management Llc in Q3 2013 and held it in 17 quarters.
  • Tiedemann Advisors's Enbridge Energy Management Llc position peaked at $1.23M in Q4 2016.
  • 129 funds tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.