HFM
EEP

Hartford Financial Management’s Enbridge Energy Partners EEP Stock Holding History

Hartford Financial 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
-240
Closed -$3K – 409
2018
Q3 		$3K Hold
240
– – ﹤0.01% 384
2018
Q2 		$3K Buy
+240
New +$2.4K ﹤0.01% 376
2017
Q4 		– Sell
-240
Closed -$3K – 392
2017
Q3 		$3K Buy
+240
New +$3.7K ﹤0.01% 350
2017
Q1 		– Sell
-240
Closed -$6K – 371
2016
Q4 		$6K Hold
240
– – ﹤0.01% 272
2016
Q3 		$6K Buy
+240
New +$5.77K ﹤0.01% 268
2013
Q4 		– Sell
-240
Closed -$7K – 272
2013
Q3 		$7K Hold
240
– – ﹤0.01% 215
2013
Q2 		$7K Buy
+240
New +$7.16K ﹤0.01% 220

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

Hartford Financial Management's EEP Position: Q4 2018 in Review

Hartford Financial Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 240 shares — an estimated $3K sold.

Hartford Financial Management first reported a position in EEP in Q2 2013 and held it in 7 quarters. The position peaked at $7K in Q3 2013. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Hartford Financial Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Hartford Financial Management sold 240 Enbridge Energy Partners shares in Q4 2018, an estimated $3K.
  • Hartford Financial Management first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 7 quarters.
  • Hartford Financial Management's Enbridge Energy Partners position peaked at $7K in Q3 2013.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Hartford Financial Management's 13F filing for Q4 2018, filed 4 Feb 2019.