UWPG
EEP

Ullmann Wealth Partners Group’s Enbridge Energy Partners EEP Stock Holding History

Ullmann Wealth Partners Group’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
Q3 		– Sell
-1,641
Closed -$26K – 154
2017
Q2 		$26K Buy
+1,641
New +$28.5K 0.02% 109

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 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

Ullmann Wealth Partners Group's EEP Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Enbridge Energy Partners (EEP) in Q3 2017, closing a stake of 1,641 shares — an estimated $26K sold.

Ullmann Wealth Partners Group first reported a position in EEP in Q2 2017 and held it in 1 quarter. The position peaked at $26K in Q2 2017. 261 funds tracked by Wall St. Rank hold EEP as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Enbridge Energy Partners position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 1,641 Enbridge Energy Partners shares in Q3 2017, an estimated $26K.
  • Ullmann Wealth Partners Group first reported a position in Enbridge Energy Partners in Q2 2017 and held it in 1 quarter.
  • Ullmann Wealth Partners Group's Enbridge Energy Partners position peaked at $26K in Q2 2017.
  • 261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.