EWM
EEP

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

Evercore 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
-13,697
Closed -$151K – 427
2018
Q3 		$151K Sell
13,697
-2,400
-15% -$27K ﹤0.01% 415
2018
Q2 		$176K Buy
16,097
+1,200
+8% +$12K 0.01% 395
2018
Q1 		$144K Sell
14,897
-10,150
-41% -$133K 0.01% 345
2017
Q4 		$346K Sell
25,047
-5,000
-17% -$72.7K 0.01% 289
2017
Q3 		$480K Hold
30,047
– – 0.02% 256
2017
Q2 		$481K Hold
30,047
– – 0.02% 260
2017
Q1 		$570K Sell
30,047
-350
-1% -$7.08K 0.02% 248
2016
Q4 		$775K Hold
30,397
– – 0.03% 205
2016
Q3 		$773K Buy
30,397
+1,050
+4% +$25.2K 0.03% 202
2016
Q2 		$681K Sell
29,347
-1,683
-5% -$35.7K 0.03% 206
2016
Q1 		$569K Sell
31,030
-23,963
-44% -$423K 0.03% 222
2015
Q4 		$1.27M Sell
54,993
-39,970
-42% -$1M 0.06% 163
2015
Q3 		$2.34M Sell
94,963
-11,293
-11% -$324K 0.11% 116
2015
Q2 		$3.54M Sell
106,256
-120
-0.1% -$4.42K 0.16% 111
2015
Q1 		$3.83M Sell
106,376
-1,000
-0.9% -$38.3K 0.18% 107
2014
Q4 		$4.29M Buy
107,376
+380
+0.4% +$14.2K 0.21% 93
2014
Q3 		$4.16M Sell
106,996
-35,270
-25% -$1.27M 0.21% 100
2014
Q2 		$5.26M Sell
142,266
-89,341
-39% -$2.75M 0.27% 85
2014
Q1 		$6.34M Sell
231,607
-97,946
-30% -$2.74M 0.36% 74
2013
Q4 		$9.85M Buy
329,553
+6,457
+2% +$193K 0.54% 61
2013
Q3 		$9.83M Sell
323,096
-8,968
-3% -$275K 0.56% 57
2013
Q2 		$10.1M Buy
+332,064
New +$9.91M 0.57% 54

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

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

Evercore Wealth Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 13,697 shares — an estimated $151K sold.

Evercore Wealth Management first reported a position in EEP in Q2 2013 and held it in 22 quarters. The position peaked at $10.1M in Q2 2013. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Evercore Wealth Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 13,697 Enbridge Energy Partners shares in Q4 2018, an estimated $151K.
  • Evercore Wealth Management first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 22 quarters.
  • Evercore Wealth Management's Enbridge Energy Partners position peaked at $10.1M in Q2 2013.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

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