HighTower Advisors
EEP

HighTower Advisors’s Enbridge Energy Partners EEP Stock Holding History

HighTower 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
-47,421
Closed -$518K – 2447
2018
Q3 		$518K Sell
47,421
-8,455
-15% -$95K ﹤0.01% 1447
2018
Q2 		$607K Buy
55,876
+2,972
+6% +$29.7K ﹤0.01% 1357
2018
Q1 		$511K Sell
52,904
-6,275
-11% -$82.5K ﹤0.01% 1404
2017
Q4 		$821K Sell
59,179
-17,041
-22% -$248K 0.01% 1219
2017
Q3 		$1.22M Sell
76,220
-6,882
-8% -$106K 0.01% 1006
2017
Q2 		$1.33M Sell
83,102
-3,839
-4% -$66.6K 0.01% 952
2017
Q1 		$1.65M Sell
86,941
-4,223
-5% -$85.5K 0.02% 826
2016
Q4 		$2.32M Sell
91,164
-813
-0.9% -$19.8K 0.03% 655
2016
Q3 		$2.34M Buy
91,977
+5,363
+6% +$129K 0.03% 609
2016
Q2 		$2.01M Sell
86,614
-3,253
-4% -$68.9K 0.03% 627
2016
Q1 		$1.65M Sell
89,867
-3,832
-4% -$67.7K 0.01% 801
2015
Q4 		$2.16M Buy
93,699
+3,707
+4% +$92.8K 0.03% 612
2015
Q3 		$2.22M Buy
89,992
+8,896
+11% +$255K 0.03% 575
2015
Q2 		$2.7M Buy
81,096
+6,090
+8% +$224K 0.04% 451
2015
Q1 		$2.7M Sell
75,006
-4,915
-6% -$188K 0.04% 492
2014
Q4 		$3.19M Buy
79,921
+3,109
+4% +$117K 0.05% 422
2014
Q3 		$2.98M Buy
76,812
+51,170
+200% +$1.84M 0.05% 412
2014
Q2 		$947K Sell
25,642
-594
-2% -$18.3K 0.02% 831
2014
Q1 		$719K Sell
26,236
-66,600
-72% -$1.86M 0.01% 855
2013
Q4 		$2.77M Buy
92,836
+3,174
+4% +$94.7K 0.06% 362
2013
Q3 		$2.73M Sell
89,662
-33,833
-27% -$1.04M 0.07% 335
2013
Q2 		$3.77M Buy
+123,495
New +$3.69M 0.1% 232

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

HighTower Advisors's EEP Position: Q4 2018 in Review

HighTower Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 47,421 shares — an estimated $518K sold.

HighTower Advisors first reported a position in EEP in Q2 2013 and held it in 22 quarters. The position peaked at $3.77M in Q2 2013. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • HighTower Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • HighTower Advisors sold 47,421 Enbridge Energy Partners shares in Q4 2018, an estimated $518K.
  • HighTower Advisors first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 22 quarters.
  • HighTower Advisors's Enbridge Energy Partners position peaked at $3.77M in Q2 2013.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on HighTower Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.