FWIA
EEP

Fort Washington Investment Advisors’s Enbridge Energy Partners EEP Stock Holding History

Fort Washington Investment Advisors’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
-599,612
Closed -$6.59M – 574
2018
Q3 		$6.59M Buy
599,612
+299,313
+100% +$3.36M 0.06% 208
2018
Q2 		$3.28M Sell
300,299
-126,476
-30% -$1.26M 0.03% 248
2018
Q1 		$4.11M Buy
+426,775
New +$5.61M 0.04% 241

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 $953M AUM 24.79% 1-Year Est. Return

Fort Washington Investment Advisors's EEP Position: Q4 2018 in Review

Fort Washington Investment Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 599,612 shares — an estimated $6.59M sold.

Fort Washington Investment Advisors first reported a position in EEP in Q1 2018 and held it in 3 quarters. The position peaked at $6.59M in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Fort Washington Investment Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 599,612 Enbridge Energy Partners shares in Q4 2018, an estimated $6.59M.
  • Fort Washington Investment Advisors first reported a position in Enbridge Energy Partners in Q1 2018 and held it in 3 quarters.
  • Fort Washington Investment Advisors's Enbridge Energy Partners position peaked at $6.59M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.