UB
EEP

UMB Bank’s Enbridge Energy Partners EEP Stock Holding History

UMB Bank’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
2015
Q1 		– Sell
-5,485
Closed -$219K – 312
2014
Q4 		$219K Hold
5,485
– – 0.01% 278
2014
Q3 		$213 Hold
5,485
– – 0.01% 280
2014
Q2 		$202K Buy
+5,485
New +$169K 0.01% 301

Other funds holding EEP

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

UMB Bank's EEP Position: Q1 2015 in Review

UMB Bank sold out of Enbridge Energy Partners (EEP) in Q1 2015, closing a stake of 5,485 shares — an estimated $219K sold.

UMB Bank first reported a position in EEP in Q2 2014 and held it in 3 quarters. The position peaked at $219K in Q4 2014. 321 funds tracked by Wall St. Rank hold EEP as of Q1 2015.

  • UMB Bank reported no remaining Enbridge Energy Partners position as of Q1 2015 after selling out during the quarter.
  • UMB Bank sold 5,485 Enbridge Energy Partners shares in Q1 2015, an estimated $219K.
  • UMB Bank first reported a position in Enbridge Energy Partners in Q2 2014 and held it in 3 quarters.
  • UMB Bank's Enbridge Energy Partners position peaked at $219K in Q4 2014.
  • 321 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2015.

Based on UMB Bank's 13F filing for Q1 2015, filed 17 Apr 2015.