BWP
EEP

Baldwin Wealth Partners’s Enbridge Energy Partners EEP Stock Holding History

Baldwin Wealth Partners’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
2018
Q4 		– Sell
-14,866
Closed -$163K – 556
2018
Q3 		$163K Hold
14,866
– – 0.02% 216
2018
Q2 		$162K Sell
14,866
-2,000
-12% -$20K 0.03% 213
2018
Q1 		$163K Sell
16,866
-6,100
-27% -$80.2K 0.03% 208
2017
Q4 		$317K Sell
22,966
-450
-2% -$6.55K 0.05% 162
2017
Q3 		$374K Buy
23,416
+250
+1% +$3.85K 0.06% 144
2017
Q2 		$371K Sell
23,166
-4,150
-15% -$72K 0.06% 150
2017
Q1 		$519K Sell
27,316
-1,500
-5% -$30.4K 0.09% 123
2016
Q4 		$734K Buy
28,816
+1,000
+4% +$24.4K 0.13% 98
2016
Q3 		$707K Hold
27,816
– – 0.13% 98
2016
Q2 		$645K Buy
27,816
+2,000
+8% +$42.4K 0.13% 95
2016
Q1 		$473K Sell
25,816
-1,010
-4% -$17.8K 0.08% 154
2015
Q4 		$619K Hold
26,826
– – 0.1% 143
2015
Q3 		$663K Sell
26,826
-300
-1% -$8.62K 0.11% 145
2015
Q2 		$904K Hold
27,126
– – 0.13% 133
2015
Q1 		$977K Hold
27,126
– – 0.14% 129
2014
Q4 		$1.08M Sell
27,126
-1,000
-4% -$37.5K 0.16% 130
2014
Q3 		$1.09M Sell
28,126
-100
-0.4% -$3.6K 0.16% 128
2014
Q2 		$1.04M Sell
28,226
-1,000
-3% -$30.8K 0.15% 129
2014
Q1 		$801K Sell
29,226
-56
-0.2% -$1.57K 0.13% 148
2013
Q4 		$875K Hold
29,282
– – 0.14% 140
2013
Q3 		$892K Sell
29,282
-5,000
-15% -$153K 0.16% 126
2013
Q2 		$1.04M Buy
+34,282
New +$1.02M 0.21% 108

Other funds holding EEP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
HWM
Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Baldwin Wealth Partners's EEP Position: Q4 2018 in Review

Baldwin Wealth Partners sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 14,866 shares — an estimated $163K sold.

Baldwin Wealth Partners first reported a position in EEP in Q2 2013 and held it in 22 quarters. The position peaked at $1.09M in Q3 2014. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Baldwin Wealth Partners reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 14,866 Enbridge Energy Partners shares in Q4 2018, an estimated $163K.
  • Baldwin Wealth Partners first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 22 quarters.
  • Baldwin Wealth Partners's Enbridge Energy Partners position peaked at $1.09M in Q3 2014.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Baldwin Wealth Partners's 13F filing for Q4 2018, filed 1 Feb 2019.