TSWM
EEP

Triangle Securities Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-1,600
Closed -$49K – 431
2013
Q2 		$49K Buy
+1,600
New +$47.8K 0.04% 254

Other funds holding EEP

OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Center Coast Capital Advisors
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return

Triangle Securities Wealth Management's EEP Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Enbridge Energy Partners (EEP) in Q3 2013, closing a stake of 1,600 shares — an estimated $49K sold.

Triangle Securities Wealth Management first reported a position in EEP in Q2 2013 and held it in 1 quarter. The position peaked at $49K in Q2 2013. 274 funds tracked by Wall St. Rank hold EEP as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Enbridge Energy Partners position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 1,600 Enbridge Energy Partners shares in Q3 2013, an estimated $49K.
  • Triangle Securities Wealth Management first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Enbridge Energy Partners position peaked at $49K in Q2 2013.
  • 274 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.