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

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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCCA
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.