UFA
EEP

US Financial Advisors’s Enbridge Energy Partners EEP Stock Holding History

US 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
2016
Q2 		– Sell
-1,660
Closed -$30K – 454
2016
Q1 		$30K Hold
1,660
– – 0.05% 125
2015
Q4 		$38K Hold
1,660
– – 0.04% 167
2015
Q3 		$41K Hold
1,660
– – 0.07% 127
2015
Q2 		$55K Sell
1,660
-876
-35% -$32.3K 0.05% 97
2015
Q1 		$91K Hold
2,536
– – 0.08% 72
2014
Q4 		$101K Buy
+2,536
New +$95K 0.09% 73

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

US Financial Advisors's EEP Position: Q2 2016 in Review

US Financial Advisors sold out of Enbridge Energy Partners (EEP) in Q2 2016, closing a stake of 1,660 shares — an estimated $30K sold.

US Financial Advisors first reported a position in EEP in Q4 2014 and held it in 6 quarters. The position peaked at $101K in Q4 2014. 275 funds tracked by Wall St. Rank hold EEP as of Q2 2016.

  • US Financial Advisors reported no remaining Enbridge Energy Partners position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,660 Enbridge Energy Partners shares in Q2 2016, an estimated $30K.
  • US Financial Advisors first reported a position in Enbridge Energy Partners in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's Enbridge Energy Partners position peaked at $101K in Q4 2014.
  • 275 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.