BSW
EEQ

Buckingham Strategic Wealth’s Enbridge Energy Management Llc EEQ Stock Holding History

Buckingham Strategic Wealth’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
-12,250
Closed -$134K – 395
2018
Q3 		$134K Buy
12,250
+17
+0.1% +$181 0.02% 352
2018
Q2 		$122K Hold
12,233
– – 0.02% 349
2018
Q1 		$104K Buy
12,233
+1
+0% +$11 0.02% 304
2017
Q4 		$149K Sell
12,232
-1
-0% -$13 0.03% 307
2017
Q3 		$168K Buy
12,233
+1
+0% +$13 0.04% 278
2017
Q2 		$164K Hold
12,232
– – 0.04% 287
2017
Q1 		$192K Hold
12,232
– – 0.06% 249
2016
Q4 		$263K Hold
12,232
– – 0.08% 184
2016
Q3 		$252K Hold
12,232
– – 0.09% 177
2016
Q2 		$223K Buy
+12,232
New +$201K 0.08% 205
2016
Q1 		– Sell
-12,233
Closed -$203K – 255
2015
Q4 		$203K Hold
12,233
– – 0.07% 191
2015
Q3 		$212K Hold
12,233
– – 0.07% 184
2015
Q2 		$288K Buy
12,233
+4,073
+50% +$104K 0.09% 159
2015
Q1 		$209K Hold
8,160
– – 0.08% 203
2014
Q4 		$219K Buy
+8,160
New +$204K 0.08% 184

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

Buckingham Strategic Wealth's EEQ Position: Q4 2018 in Review

Buckingham Strategic Wealth sold out of Enbridge Energy Management Llc (EEQ) in Q4 2018, closing a stake of 12,250 shares — an estimated $134K sold.

Buckingham Strategic Wealth first reported a position in EEQ in Q4 2014 and held it in 15 quarters. The position peaked at $288K in Q2 2015. 1 fund tracked by Wall St. Rank holds EEQ as of Q4 2018.

  • Buckingham Strategic Wealth reported no remaining Enbridge Energy Management Llc position as of Q4 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 12,250 Enbridge Energy Management Llc shares in Q4 2018, an estimated $134K.
  • Buckingham Strategic Wealth first reported a position in Enbridge Energy Management Llc in Q4 2014 and held it in 15 quarters.
  • Buckingham Strategic Wealth's Enbridge Energy Management Llc position peaked at $288K in Q2 2015.
  • 1 fund tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2018, filed 11 Feb 2019.