CPIG
EEP

Chicago Partners Investment Group’s Enbridge Energy Partners EEP Stock Holding History

Chicago Partners Investment Group’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
-13,792
Closed -$142K – 1077
2018
Q3 		$142K Hold
13,792
– – 0.02% 348
2018
Q2 		$151K Hold
13,792
– – 0.02% 321
2018
Q1 		$133K Hold
13,792
– – 0.02% 312
2017
Q4 		$190K Hold
13,792
– – 0.03% 261
2017
Q3 		$220K Sell
13,792
-10,720
-44% -$165K 0.04% 246
2017
Q2 		$523K Buy
24,512
+21,440
+698% +$372K 0.14% 112
2017
Q1 		$58K Buy
+3,072
New +$62.2K 0.02% 303
2016
Q1 		– Sell
-534
Closed -$12K – 502
2015
Q4 		$12K Sell
534
-2,078
-80% -$52K 0.01% 383
2015
Q3 		$65K Buy
2,612
+577
+28% +$16.6K 0.04% 212
2015
Q2 		$68K Buy
2,035
+226
+12% +$8.33K 0.03% 214
2015
Q1 		$72K Sell
1,809
-167
-8% -$6.4K 0.03% 196
2014
Q4 		$79K Buy
+1,976
New +$74.1K 0.03% 192

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

Chicago Partners Investment Group's EEP Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 13,792 shares — an estimated $142K sold.

Chicago Partners Investment Group first reported a position in EEP in Q4 2014 and held it in 12 quarters. The position peaked at $523K in Q2 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 13,792 Enbridge Energy Partners shares in Q4 2018, an estimated $142K.
  • Chicago Partners Investment Group first reported a position in Enbridge Energy Partners in Q4 2014 and held it in 12 quarters.
  • Chicago Partners Investment Group's Enbridge Energy Partners position peaked at $523K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.