BFEC
EEP

Benjamin F. Edwards & Company’s Enbridge Energy Partners EEP Stock Holding History

Benjamin F. Edwards & Company’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
-1,384
Closed -$15K – 1812
2018
Q3 		$15K Hold
1,384
– – ﹤0.01% 1178
2018
Q2 		$15K Sell
1,384
-850
-38% -$8.49K ﹤0.01% 1182
2018
Q1 		$22K Sell
2,234
-149
-6% -$1.96K ﹤0.01% 1050
2017
Q4 		$33K Sell
2,383
-732
-23% -$10.6K ﹤0.01% 904
2017
Q3 		$50K Sell
3,115
-396
-11% -$6.1K 0.01% 777
2017
Q2 		$56K Buy
3,511
+1,103
+46% +$19.1K 0.01% 690
2017
Q1 		$46K Buy
2,408
+906
+60% +$18.3K 0.01% 685
2016
Q4 		$38K Buy
1,502
+4
+0.3% +$97 0.01% 673
2016
Q3 		$38K Sell
1,498
-3,094
-67% -$74.3K 0.01% 592
2016
Q2 		$107K Sell
4,592
-692
-13% -$14.7K 0.02% 412
2016
Q1 		$97K Sell
5,284
-1
-0% -$18 0.02% 402
2015
Q4 		$122K Buy
5,285
+1,020
+24% +$25.5K 0.03% 378
2015
Q3 		$105K Sell
4,265
-2,667
-38% -$76.6K 0.02% 403
2015
Q2 		$231K Sell
6,932
-162
-2% -$5.97K 0.05% 318
2015
Q1 		$255K Sell
7,094
-1,355
-16% -$51.9K 0.05% 293
2014
Q4 		$337K Buy
8,449
+832
+11% +$31.2K 0.08% 238
2014
Q3 		$296K Buy
7,617
+6,817
+852% +$245K 0.07% 250
2014
Q2 		$30K Hold
800
– – 0.01% 548
2014
Q1 		$22K Hold
800
– – 0.01% 560
2013
Q4 		$24K Hold
800
– – 0.01% 518
2013
Q3 		$24K Hold
800
– – 0.01% 486
2013
Q2 		$24K Buy
+800
New +$23.9K 0.01% 452

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

Benjamin F. Edwards & Company's EEP Position: Q4 2018 in Review

Benjamin F. Edwards & Company sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 1,384 shares — an estimated $15K sold.

Benjamin F. Edwards & Company first reported a position in EEP in Q2 2013 and held it in 22 quarters. The position peaked at $337K in Q4 2014. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Benjamin F. Edwards & Company reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,384 Enbridge Energy Partners shares in Q4 2018, an estimated $15K.
  • Benjamin F. Edwards & Company first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 22 quarters.
  • Benjamin F. Edwards & Company's Enbridge Energy Partners position peaked at $337K in Q4 2014.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2018, filed 31 Jan 2019.