CIBC Private Wealth Group
EEP

CIBC Private Wealth Group’s Enbridge Energy Partners EEP Stock Holding History

CIBC Private Wealth 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
-58,032
Closed -$638K – 994
2018
Q3 		$638K Sell
58,032
-1,527
-3% -$17.2K ﹤0.01% 728
2018
Q2 		$651K Sell
59,559
-23,924
-29% -$239K ﹤0.01% 719
2018
Q1 		$805K Sell
83,483
-395,568
-83% -$5.2M ﹤0.01% 679
2017
Q4 		$6.62M Buy
479,051
+684
+0.1% +$9.95K 0.03% 320
2017
Q3 		$7.64M Sell
478,367
-5,172,386
-92% -$79.7M 0.03% 302
2017
Q2 		$90.4M Sell
5,650,753
-1,363,128
-19% -$23.7M 0.57% 56
2017
Q1 		$133M Sell
7,013,881
-402,040
-5% -$8.14M 0.84% 36
2016
Q4 		$189M Buy
7,415,921
+404,257
+6% +$9.85M 1.25% 17
2016
Q3 		$178M Buy
7,011,664
+986,777
+16% +$23.7M 1.24% 17
2016
Q2 		$140M Buy
6,024,887
+739,703
+14% +$15.7M 1.02% 27
2016
Q1 		$96.8M Buy
5,285,184
+1,029,973
+24% +$18.2M 0.75% 48
2015
Q4 		$98.2M Buy
4,255,211
+1,774,174
+72% +$44.4M 0.77% 46
2015
Q3 		$61.3M Buy
2,481,037
+1,936,195
+355% +$55.6M 0.5% 63
2015
Q2 		$18.2M Buy
544,842
+496,766
+1,033% +$18.3M 0.13% 138
2015
Q1 		$1.73M Buy
48,076
+1,201
+3% +$46K 0.01% 393
2014
Q4 		$1.87M Sell
46,875
-77,561
-62% -$2.91M 0.01% 384
2014
Q3 		$4.83M Sell
124,436
-21,900
-15% -$788K 0.04% 285
2014
Q2 		$5.4M Sell
146,336
-191,583
-57% -$5.9M 0.04% 263
2014
Q1 		$9.37M Buy
+337,919
New +$9.45M 0.08% 187

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

CIBC Private Wealth Group's EEP Position: Q4 2018 in Review

CIBC Private Wealth Group sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 58,032 shares — an estimated $638K sold.

CIBC Private Wealth Group first reported a position in EEP in Q1 2014 and held it in 19 quarters. The position peaked at $189M in Q4 2016. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • CIBC Private Wealth Group reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 58,032 Enbridge Energy Partners shares in Q4 2018, an estimated $638K.
  • CIBC Private Wealth Group first reported a position in Enbridge Energy Partners in Q1 2014 and held it in 19 quarters.
  • CIBC Private Wealth Group's Enbridge Energy Partners position peaked at $189M in Q4 2016.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on CIBC Private Wealth Group's 13F filing for Q4 2018, filed 5 Feb 2019.