WTC
EEP

WhitTier Trust Company’s Enbridge Energy Partners EEP Stock Holding History

WhitTier Trust Company’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
Q4 		– Sell
-1,475
Closed -$24K – 1020
2017
Q3 		$24K Hold
1,475
– – ﹤0.01% 678
2017
Q2 		$24K Hold
1,475
– – ﹤0.01% 669
2017
Q1 		$28K Buy
+1,475
New +$29.9K ﹤0.01% 640
2014
Q2 		– Sell
-645
Closed -$18K – 925
2014
Q1 		$18K Hold
645
– – ﹤0.01% 758
2013
Q4 		$19K Hold
645
– – ﹤0.01% 701
2013
Q3 		$20K Hold
645
– – ﹤0.01% 671
2013
Q2 		$20K Buy
+645
New +$19.3K ﹤0.01% 639

Other funds holding EEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return

WhitTier Trust Company's EEP Position: Q4 2017 in Review

WhitTier Trust Company sold out of Enbridge Energy Partners (EEP) in Q4 2017, closing a stake of 1,475 shares — an estimated $24K sold.

WhitTier Trust Company first reported a position in EEP in Q2 2013 and held it in 7 quarters. The position peaked at $28K in Q1 2017. 266 funds tracked by Wall St. Rank hold EEP as of Q4 2017.

  • WhitTier Trust Company reported no remaining Enbridge Energy Partners position as of Q4 2017 after selling out during the quarter.
  • WhitTier Trust Company sold 1,475 Enbridge Energy Partners shares in Q4 2017, an estimated $24K.
  • WhitTier Trust Company first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 7 quarters.
  • WhitTier Trust Company's Enbridge Energy Partners position peaked at $28K in Q1 2017.
  • 266 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2017.

Based on WhitTier Trust Company's 13F filing for Q4 2017, filed 7 Feb 2018.