BCWM
EEP

Bartlett & Co Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

Bartlett & Co Wealth Management’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
-700
Closed -$7.69K – 728
2018
Q3 		$7.69K Hold
700
– – ﹤0.01% 617
2018
Q2 		$7.65K Hold
700
– – ﹤0.01% 608
2018
Q1 		$6.75K Buy
+700
New +$9.2K ﹤0.01% 638

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

Bartlett & Co Wealth Management's EEP Position: Q4 2018 in Review

Bartlett & Co Wealth Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 700 shares — an estimated $7.69K sold.

Bartlett & Co Wealth Management first reported a position in EEP in Q1 2018 and held it in 3 quarters. The position peaked at $7.69K in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Bartlett & Co Wealth Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 700 Enbridge Energy Partners shares in Q4 2018, an estimated $7.69K.
  • Bartlett & Co Wealth Management first reported a position in Enbridge Energy Partners in Q1 2018 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Enbridge Energy Partners position peaked at $7.69K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2024.