EFSCE
EEP

Enterprise Financial Services Corp (EFSC)’s Enbridge Energy Partners EEP Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
-1,000
Closed -$11K – 1107
2018
Q3 		$11K Hold
1,000
– – 0.01% 581
2018
Q2 		$11K Hold
1,000
– – 0.01% 583
2018
Q1 		$10K Hold
1,000
– – 0.01% 602
2017
Q4 		$14K Hold
1,000
– – 0.01% 523
2017
Q3 		$16K Hold
1,000
– – 0.01% 491
2017
Q2 		$16K Hold
1,000
– – 0.01% 502
2017
Q1 		$19K Hold
1,000
– – 0.01% 475
2016
Q4 		$25K Hold
1,000
– – 0.01% 400
2016
Q3 		$25K Sell
1,000
-422
-30% -$10.1K 0.01% 380
2016
Q2 		$33K Hold
1,422
– – 0.02% 306
2016
Q1 		$26K Sell
1,422
-592
-29% -$10.5K 0.02% 347
2015
Q4 		$46K Sell
2,014
-410
-17% -$10.3K 0.03% 264
2015
Q3 		$60K Hold
2,424
– – 0.04% 209
2015
Q2 		$80K Buy
2,424
+1,493
+160% +$55K 0.05% 195
2015
Q1 		$34K Sell
931
-883
-49% -$33.8K 0.02% 326
2014
Q4 		$72K Buy
1,814
+308
+20% +$11.5K 0.04% 212
2014
Q3 		$59K Buy
1,506
+106
+8% +$3.82K 0.04% 232
2014
Q2 		$52K Hold
1,400
– – 0.03% 262
2014
Q1 		$38K Hold
1,400
– – 0.02% 301
2013
Q4 		$42K Hold
1,400
– – 0.02% 273
2013
Q3 		$43K Hold
1,400
– – 0.03% 258
2013
Q2 		$43K Buy
+1,400
New +$41.8K 0.03% 223

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

Enterprise Financial Services Corp (EFSC)'s EEP Position: Q4 2018 in Review

Enterprise Financial Services Corp (EFSC) sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 1,000 shares — an estimated $11K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in EEP in Q2 2013 and held it in 22 quarters. The position peaked at $80K in Q2 2015. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 1,000 Enbridge Energy Partners shares in Q4 2018, an estimated $11K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 22 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Enbridge Energy Partners position peaked at $80K in Q2 2015.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2018, filed 25 Jan 2019.