CG
EEP

Cutler Group’s Enbridge Energy Partners EEP Stock Holding History

Cutler 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
-5,185
Closed -$56K – 5002
2018
Q3 		$56K Buy
5,185
+331
+7% +$3.72K ﹤0.01% 1538
2018
Q2 		$53K Sell
4,854
-5,347
-52% -$53.4K ﹤0.01% 1578
2018
Q1 		$98K Buy
10,201
+3,437
+51% +$45.2K 0.01% 1197
2017
Q4 		$93K Buy
6,764
+3,860
+133% +$56.1K ﹤0.01% 1422
2017
Q3 		$46K Sell
2,904
-870
-23% -$13.4K ﹤0.01% 2323
2017
Q2 		$60K Sell
3,774
-147
-4% -$2.55K ﹤0.01% 2322
2017
Q1 		$74K Sell
3,921
-1,257
-24% -$25.4K ﹤0.01% 2039
2016
Q4 		$131K Sell
5,178
-2,827
-35% -$68.9K ﹤0.01% 1660
2016
Q3 		$203K Sell
8,005
-5,557
-41% -$134K 0.01% 1195
2016
Q2 		$314K Buy
13,562
+12,963
+2,164% +$275K 0.02% 830
2016
Q1 		$10K Buy
599
+287
+92% +$5.07K ﹤0.01% 4095
2015
Q4 		$7K Buy
+312
New +$7.81K ﹤0.01% 4626

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

Cutler Group's EEP Position: Q4 2018 in Review

Cutler Group sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 5,185 shares — an estimated $56K sold.

Cutler Group first reported a position in EEP in Q4 2015 and held it in 12 quarters. The position peaked at $314K in Q2 2016. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Cutler Group reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Cutler Group sold 5,185 Enbridge Energy Partners shares in Q4 2018, an estimated $56K.
  • Cutler Group first reported a position in Enbridge Energy Partners in Q4 2015 and held it in 12 quarters.
  • Cutler Group's Enbridge Energy Partners position peaked at $314K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

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