Energy Income Partners, LLC

Q1 2014 13F-HR Holdings

Location
Westport, CT
Holdings as of
3/31/2014
Date filed
5/14/2014
Form type
13F-HR
Num holdings
66
Total value ($000)
$4,287,143
Net value change ($000)
+254,074 (6.3%)
New positions
5
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PAA 44,650 33.6%
NEE 22,367 38.4%
SRE 17,808 317.6%
SPECTRA ENERGY PARTNERS LP 14,690 14.1%
EPD 14,303 4.8%
D 13,230 13.2%
ENB 12,908 15.4%
ITC HLDGS CORP COM 12,398 16.1%
ARLP 11,251 8.9%
SO 10,990 12.1%
Top Reduces (Value $000, Stocks/ETFs)
NATIONAL GRID PLC -15,599 -19.1%
ENBRIDGE ENERGY PARTNERS L P -6,837 -5.2%
EL PASO PIPELINE PARTNERS -6,547 -5.9%
SPH -6,043 -10.5%
PVR PARTNERSHIP LP -5,888 -100.0%
TC PIPELINES LP -3,897 -4.3%
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN -2,896 -2.6%
NI -1,556 -3.1%
SEAL-PA -1,323 -1.0%
KMI -1,157 -1.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type