BIM
EEP

Bridges Investment Management’s Enbridge Energy Partners EEP Stock Holding History

Bridges Investment 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
-57,095
Closed -$627K – 358
2018
Q3 		$627K Sell
57,095
-2,500
-4% -$28.1K 0.03% 183
2018
Q2 		$651K Sell
59,595
-1,700
-3% -$17K 0.03% 187
2018
Q1 		$591K Buy
61,295
+14,824
+32% +$195K 0.03% 187
2017
Q4 		$642K Sell
46,471
-6,100
-12% -$88.7K 0.05% 135
2017
Q3 		$840K Buy
52,571
+19,021
+57% +$293K 0.08% 100
2017
Q2 		$537K Buy
33,550
+900
+3% +$15.6K 0.07% 97
2017
Q1 		$621K Sell
32,650
-200
-0.6% -$4.05K 0.09% 94
2016
Q4 		$837K Sell
32,850
-1,225
-4% -$29.8K 0.12% 87
2016
Q3 		$867K Sell
34,075
-85
-0.2% -$2.04K 0.14% 81
2016
Q2 		$793K Buy
34,160
+400
+1% +$8.48K 0.14% 87
2016
Q1 		$619K Sell
33,760
-400
-1% -$7.06K 0.11% 91
2015
Q4 		$788K Buy
34,160
+4,050
+13% +$101K 0.14% 85
2015
Q3 		$1M Hold
30,110
– – 0.17% 82
2015
Q2 		$1M Buy
30,110
+3,000
+11% +$111K 0.17% 82
2015
Q1 		$976K Hold
27,110
– – 0.17% 80
2014
Q4 		$1.08M Buy
27,110
+385
+1% +$14.4K 0.19% 80
2014
Q3 		$1.04M Hold
26,725
– – 0.19% 83
2014
Q2 		$987K Buy
26,725
+200
+0.8% +$6.16K 0.19% 83
2014
Q1 		$727K Buy
26,525
+2,700
+11% +$75.5K 0.15% 86
2013
Q4 		$712K Buy
23,825
+4,800
+25% +$143K 0.16% 84
2013
Q3 		$580K Buy
19,025
+50
+0.3% +$1.53K 0.14% 93
2013
Q2 		$579K Buy
+18,975
New +$566K 0.15% 89

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 $953M AUM 24.79% 1-Year Est. Return

Bridges Investment Management's EEP Position: Q4 2018 in Review

Bridges Investment Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 57,095 shares — an estimated $627K sold.

Bridges Investment Management first reported a position in EEP in Q2 2013 and held it in 22 quarters. The position peaked at $1.08M in Q4 2014. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Bridges Investment Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Bridges Investment Management sold 57,095 Enbridge Energy Partners shares in Q4 2018, an estimated $627K.
  • Bridges Investment Management first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 22 quarters.
  • Bridges Investment Management's Enbridge Energy Partners position peaked at $1.08M in Q4 2014.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Bridges Investment Management's 13F filing for Q4 2018, filed 11 Feb 2019.