WA
EEQ

WFG Advisors’s Enbridge Energy Management Llc EEQ Stock Holding History

WFG Advisors’s Portfolio EEQ Stock Details EEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,384
Closed -$118K – 2164
2014
Q4 		$118K Sell
4,384
-3
-0.1% -$75 0.02% 587
2014
Q3 		$111K Hold
4,387
– – 0.02% 629
2014
Q2 		$104K Buy
4,387
+1
+0% +$20 0.02% 651
2014
Q1 		$80K Hold
4,386
– – 0.02% 723
2013
Q4 		$81K Buy
4,386
+1,037
+31% +$18.9K 0.01% 822
2013
Q3 		$61K Sell
3,349
-1
-0% -$19 0.01% 852
2013
Q2 		$63K Buy
+3,350
New +$62K 0.01% 805

Other funds holding EEQ

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WFG Advisors's EEQ Position: Q1 2015 in Review

WFG Advisors sold out of Enbridge Energy Management Llc (EEQ) in Q1 2015, closing a stake of 4,384 shares — an estimated $118K sold.

WFG Advisors first reported a position in EEQ in Q2 2013 and held it in 7 quarters. The position peaked at $118K in Q4 2014. 148 funds tracked by Wall St. Rank hold EEQ as of Q1 2015.

  • WFG Advisors reported no remaining Enbridge Energy Management Llc position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 4,384 Enbridge Energy Management Llc shares in Q1 2015, an estimated $118K.
  • WFG Advisors first reported a position in Enbridge Energy Management Llc in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Enbridge Energy Management Llc position peaked at $118K in Q4 2014.
  • 148 funds tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.