Hutner Capital Management’s Enbridge Energy Partners EEP Stock Holding History

Hutner Capital 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	-76,277	Closed	-$838K	–	45
2018 Q3	$838K	Hold	76,277	–	–	0.61%	27
2018 Q2	$834K	Sell	76,277 -6,135	-7%	-$61.3K	0.65%	28
2018 Q1	$794K	Hold	82,412	–	–	0.62%	29
2017 Q4	$1.14M	Hold	82,412	–	–	0.81%	28
2017 Q3	$1.32M	Sell	82,412 -328	-0.4%	-$5.05K	1%	27
2017 Q2	$1.32M	Hold	82,740	–	–	1.02%	26
2017 Q1	$1.57M	Buy	82,740 +605	+0.7%	+$12.2K	1.24%	25
2016 Q4	$2.09M	Buy	82,135 +2,235	+3%	+$54.5K	1.74%	21
2016 Q3	$2.03M	Buy	+79,900	New	+$1.92M	1.72%	22

Other funds holding EEP

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

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Hutner Capital Management's EEP Position: Q4 2018 in Review

Hutner Capital Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 76,277 shares — an estimated $838K sold.

Hutner Capital Management first reported a position in EEP in Q3 2016 and held it in 9 quarters. The position peaked at $2.09M in Q4 2016. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Hutner Capital Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Hutner Capital Management sold 76,277 Enbridge Energy Partners shares in Q4 2018, an estimated $838K.
Hutner Capital Management first reported a position in Enbridge Energy Partners in Q3 2016 and held it in 9 quarters.
Hutner Capital Management's Enbridge Energy Partners position peaked at $2.09M in Q4 2016.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Hutner Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.