WP
EEP

WealthPLAN Partners’s Enbridge Energy Partners EEP Stock Holding History

WealthPLAN Partners’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
-500
Closed -$9.48K – 476
2017
Q1 		$9.48K Buy
+500
New +$10.1K 0.03% 278
2016
Q3 		– Sell
-8,090
Closed -$93.9K – 1111
2016
Q2 		$93.9K Buy
+8,090
New +$171K 0.01% 631
2015
Q4 		$18.5K Buy
+800
New +$20K ﹤0.01% 956

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 15.1% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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 $121B AUM 27.52% 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 $1.89T AUM 35.08% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's EEP Position: Q2 2017 in Review

WealthPLAN Partners sold out of Enbridge Energy Partners (EEP) in Q2 2017, closing a stake of 500 shares — an estimated $9.48K sold.

WealthPLAN Partners first reported a position in EEP in Q4 2015 and held it in 3 quarters. The position peaked at $93.9K in Q2 2016. 269 funds tracked by Wall St. Rank hold EEP as of Q2 2017.

  • WealthPLAN Partners reported no remaining Enbridge Energy Partners position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 500 Enbridge Energy Partners shares in Q2 2017, an estimated $9.48K.
  • WealthPLAN Partners first reported a position in Enbridge Energy Partners in Q4 2015 and held it in 3 quarters.
  • WealthPLAN Partners's Enbridge Energy Partners position peaked at $93.9K in Q2 2016.
  • 269 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.