UCFA
EEP

United Capital Financial Advisors’s Enbridge Energy Partners EEP Stock Holding History

United Capital Financial Advisors’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
Q2 		– Sell
-10,983
Closed -$209K – 1335
2017
Q1 		$209K Sell
10,983
-16,549
-60% -$335K ﹤0.01% 1172
2016
Q4 		$702K Sell
27,532
-1,769
-6% -$43.1K 0.01% 845
2016
Q3 		$745K Buy
29,301
+15,448
+112% +$371K 0.01% 854
2016
Q2 		$319K Sell
13,853
-1,354
-9% -$28.7K ﹤0.01% 1019
2016
Q1 		$279K Sell
15,207
-110
-0.7% -$1.94K ﹤0.01% 1020
2015
Q4 		$353K Sell
15,317
-32,342
-68% -$810K ﹤0.01% 975
2015
Q3 		$1.18M Buy
47,659
+22,521
+90% +$647K 0.01% 648
2015
Q2 		$838K Sell
25,138
-10,327
-29% -$380K 0.01% 761
2015
Q1 		$1.32M Buy
35,465
+19,203
+118% +$736K 0.02% 668
2014
Q4 		$649K Buy
16,262
+5,536
+52% +$207K 0.01% 744
2014
Q3 		$417K Buy
+10,726
New +$386K 0.01% 843

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

United Capital Financial Advisors's EEP Position: Q2 2017 in Review

United Capital Financial Advisors sold out of Enbridge Energy Partners (EEP) in Q2 2017, closing a stake of 10,983 shares — an estimated $209K sold.

United Capital Financial Advisors first reported a position in EEP in Q3 2014 and held it in 11 quarters. The position peaked at $1.32M in Q1 2015. 269 funds tracked by Wall St. Rank hold EEP as of Q2 2017.

  • United Capital Financial Advisors reported no remaining Enbridge Energy Partners position as of Q2 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,983 Enbridge Energy Partners shares in Q2 2017, an estimated $209K.
  • United Capital Financial Advisors first reported a position in Enbridge Energy Partners in Q3 2014 and held it in 11 quarters.
  • United Capital Financial Advisors's Enbridge Energy Partners position peaked at $1.32M in Q1 2015.
  • 269 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q2 2017.

Based on United Capital Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.