CWM
EEP

Cornerstone Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

Cornerstone Wealth 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
-109,765
Closed -$6.86M – 1303
2018
Q3 		$6.86M Buy
109,765
+83,968
+325% +$944K 0.09% 224
2018
Q2 		$2.41M Buy
+25,797
New +$258K 0.03% 480

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

Cornerstone Wealth Management's EEP Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 109,765 shares — an estimated $6.86M sold.

Cornerstone Wealth Management first reported a position in EEP in Q2 2018 and held it in 2 quarters. The position peaked at $6.86M in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 109,765 Enbridge Energy Partners shares in Q4 2018, an estimated $6.86M.
  • Cornerstone Wealth Management first reported a position in Enbridge Energy Partners in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Enbridge Energy Partners position peaked at $6.86M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.