Truist Financial
EEP

Truist Financial’s Enbridge Energy Partners EEP Stock Holding History

Truist Financial’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
-30,600
Closed -$423K – 804
2017
Q4 		$423K Buy
30,600
+2,000
+7% +$29.1K 0.01% 616
2017
Q3 		$457K Hold
28,600
– – 0.01% 590
2017
Q2 		$458K Sell
28,600
-1,600
-5% -$27.8K 0.01% 574
2017
Q1 		$573K Sell
30,200
-130
-0.4% -$2.63K 0.01% 552
2016
Q4 		$773K Hold
30,330
– – 0.02% 513
2016
Q3 		$771K Buy
30,330
+130
+0.4% +$3.12K 0.02% 512
2016
Q2 		$701K Buy
+30,200
New +$640K 0.01% 534

Other funds holding EEP

AA
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
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

Truist Financial's EEP Position: Q1 2018 in Review

Truist Financial sold out of Enbridge Energy Partners (EEP) in Q1 2018, closing a stake of 30,600 shares — an estimated $423K sold.

Truist Financial first reported a position in EEP in Q2 2016 and held it in 7 quarters. The position peaked at $773K in Q4 2016. 245 funds tracked by Wall St. Rank hold EEP as of Q1 2018.

  • Truist Financial reported no remaining Enbridge Energy Partners position as of Q1 2018 after selling out during the quarter.
  • Truist Financial sold 30,600 Enbridge Energy Partners shares in Q1 2018, an estimated $423K.
  • Truist Financial first reported a position in Enbridge Energy Partners in Q2 2016 and held it in 7 quarters.
  • Truist Financial's Enbridge Energy Partners position peaked at $773K in Q4 2016.
  • 245 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2018.

Based on Truist Financial's 13F filing for Q1 2018, filed 20 Apr 2018.