WA
EEP

WFG Advisors’s Enbridge Energy Partners EEP Stock Holding History

WFG 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
Q1 		– Sell
-229
Closed -$6K – 1730
2016
Q4 		$6K Sell
229
-2,861
-93% -$69.7K ﹤0.01% 1245
2016
Q3 		$79K Buy
3,090
+2,585
+512% +$62.1K 0.02% 587
2016
Q2 		$12K Buy
505
+6
+1% +$127 ﹤0.01% 1059
2016
Q1 		$9K Sell
499
-1,022
-67% -$18K ﹤0.01% 1088
2015
Q4 		$35K Sell
1,521
-1,333
-47% -$33.4K 0.01% 758
2015
Q3 		$71K Buy
2,854
+36
+1% +$1.03K 0.02% 545
2015
Q2 		$94K Sell
2,818
-27
-0.9% -$995 0.03% 552
2015
Q1 		$102K Sell
2,845
-2,530
-47% -$97K 0.03% 532
2014
Q4 		$214K Sell
5,375
-1,289
-19% -$48.3K 0.04% 412
2014
Q3 		$259K Sell
6,664
-977
-13% -$35.2K 0.05% 392
2014
Q2 		$282K Buy
7,641
+2,385
+45% +$73.4K 0.05% 368
2014
Q1 		$144K Sell
5,256
-426
-7% -$11.9K 0.03% 517
2013
Q4 		$170K Buy
5,682
+560
+11% +$16.7K 0.02% 569
2013
Q3 		$156K Buy
5,122
+733
+17% +$22.5K 0.02% 564
2013
Q2 		$134K Buy
+4,389
New +$131K 0.02% 571

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
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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's EEP Position: Q1 2017 in Review

WFG Advisors sold out of Enbridge Energy Partners (EEP) in Q1 2017, closing a stake of 229 shares — an estimated $6K sold.

WFG Advisors first reported a position in EEP in Q2 2013 and held it in 15 quarters. The position peaked at $282K in Q2 2014. 261 funds tracked by Wall St. Rank hold EEP as of Q1 2017.

  • WFG Advisors reported no remaining Enbridge Energy Partners position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 229 Enbridge Energy Partners shares in Q1 2017, an estimated $6K.
  • WFG Advisors first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 15 quarters.
  • WFG Advisors's Enbridge Energy Partners position peaked at $282K in Q2 2014.
  • 261 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.