AIS
EEQ

Accurate Investment Solutions’s Enbridge Energy Management Llc EEQ Stock Holding History

Accurate Investment Solutions’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
2018
Q4 		– Sell
-221
Closed -$2K – 403
2018
Q3 		$2K Hold
221
– – ﹤0.01% 338
2018
Q2 		$2K Sell
221
-316
-59% -$2.85K ﹤0.01% 442
2018
Q1 		$5K Sell
537
-300
-36% -$3.43K ﹤0.01% 340
2017
Q4 		$10K Sell
837
-397
-32% -$4.98K 0.01% 260
2017
Q3 		$17K Sell
1,234
-1
-0.1% -$13 0.01% 224
2017
Q2 		$17K Buy
1,235
+1
+0.1% +$15 0.01% 195
2017
Q1 		$19K Hold
1,234
– – 0.02% 171
2016
Q4 		$27K Hold
1,234
– – 0.02% 153
2016
Q3 		$25K Hold
1,234
– – 0.02% 155
2016
Q2 		$22K Sell
1,234
-679
-35% -$11.2K 0.02% 161
2016
Q1 		$26K Sell
1,913
-727
-28% -$9.59K 0.02% 210
2015
Q4 		$44K Buy
+2,640
New +$47.9K 0.04% 123

Other funds holding EEQ

HWM
Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Accurate Investment Solutions's EEQ Position: Q4 2018 in Review

Accurate Investment Solutions sold out of Enbridge Energy Management Llc (EEQ) in Q4 2018, closing a stake of 221 shares — an estimated $2K sold.

Accurate Investment Solutions first reported a position in EEQ in Q4 2015 and held it in 12 quarters. The position peaked at $44K in Q4 2015. 1 fund tracked by Wall St. Rank holds EEQ as of Q4 2018.

  • Accurate Investment Solutions reported no remaining Enbridge Energy Management Llc position as of Q4 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 221 Enbridge Energy Management Llc shares in Q4 2018, an estimated $2K.
  • Accurate Investment Solutions first reported a position in Enbridge Energy Management Llc in Q4 2015 and held it in 12 quarters.
  • Accurate Investment Solutions's Enbridge Energy Management Llc position peaked at $44K in Q4 2015.
  • 1 fund tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2018.

Based on Accurate Investment Solutions's 13F filing for Q4 2018, filed 11 Jan 2019.