YWP
EEQ

YorkBridge Wealth Partners’s Enbridge Energy Management Llc EEQ Stock Holding History

YorkBridge Wealth Partners’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
2017
Q3 		– Sell
-614
Closed -$8K – 934
2017
Q2 		$8K Buy
+614
New +$8.91K ﹤0.01% 667
2017
Q1 		– Sell
-1
Closed – – 948
2016
Q4 		$0 Buy
+1
New +$20 ﹤0.01% 902

Other funds holding EEQ

EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 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
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
MBA
Maple-Brown Abbott Barangaroo, Australia $1.47B AUM 27.26% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

YorkBridge Wealth Partners's EEQ Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Enbridge Energy Management Llc (EEQ) in Q3 2017, closing a stake of 614 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in EEQ in Q4 2016 and held it in 2 quarters. The position peaked at $8K in Q2 2017. 130 funds tracked by Wall St. Rank hold EEQ as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Enbridge Energy Management Llc position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 614 Enbridge Energy Management Llc shares in Q3 2017, an estimated $8K.
  • YorkBridge Wealth Partners first reported a position in Enbridge Energy Management Llc in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Enbridge Energy Management Llc position peaked at $8K in Q2 2017.
  • 130 funds tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.