Baystate Wealth Management’s Enbridge Energy Management Llc EEQ Stock Holding History

Baystate Wealth Management’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	-13	Closed	-$1K	–	736
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	675
2018 Q2	$1K	Sell	13 -1	-7%	-$9	﹤0.01%	683
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	662
2017 Q4	$1K	Sell	14 -1	-7%	-$13	﹤0.01%	651
2017 Q3	$1K	Hold	15	–	–	﹤0.01%	628
2017 Q2	$1K	Sell	15 -1	-6%	-$15	﹤0.01%	673
2017 Q1	$1K	Hold	16	–	–	﹤0.01%	637
2016 Q4	$1K	Buy	+16	New	+$323	﹤0.01%	428

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

Baystate Wealth Management's EEQ Position: Q4 2018 in Review

Baystate Wealth Management sold out of Enbridge Energy Management Llc (EEQ) in Q4 2018, closing a stake of 13 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in EEQ in Q4 2016 and held it in 8 quarters. The position peaked at $1K in Q3 2018. 1 fund tracked by Wall St. Rank holds EEQ as of Q4 2018.

Baystate Wealth Management reported no remaining Enbridge Energy Management Llc position as of Q4 2018 after selling out during the quarter.
Baystate Wealth Management sold 13 Enbridge Energy Management Llc shares in Q4 2018, an estimated $1K.
Baystate Wealth Management first reported a position in Enbridge Energy Management Llc in Q4 2016 and held it in 8 quarters.
Baystate Wealth Management's Enbridge Energy Management Llc position peaked at $1K in Q3 2018.
1 fund tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.