Evercore Wealth Management’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $151K | Sell |
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|
2018
Q2 | $176K | Buy |
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|
2018
Q1 | $144K | Sell |
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|
2017
Q4 | $346K | Sell |
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|
2017
Q3 | $480K | Hold |
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|
2017
Q2 | $481K | Hold |
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|
2017
Q1 | $570K | Sell |
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|
2016
Q4 | $775K | Hold |
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|
2016
Q3 | $773K | Buy |
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|
2016
Q2 | $681K | Sell |
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|
2016
Q1 | $569K | Sell |
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|
2015
Q4 | $1.27M | Sell |
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|
2015
Q3 | $2.34M | Sell |
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|
2015
Q2 | $3.54M | Sell |
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|
2015
Q1 | $3.83M | Sell |
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|
2014
Q4 | $4.29M | Buy |
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|
2014
Q3 | $4.16M | Sell |
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|
2014
Q2 | $5.26M | Sell |
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|
2014
Q1 | $6.34M | Sell |
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|
2013
Q4 | $9.85M | Buy |
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|
2013
Q3 | $9.83M | Sell |
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|
2013
Q2 | $10.1M | Buy |
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