Hutner Capital Management’s Enbridge Energy Management Llc EEQ Stock Holding History

Hutner Capital Management’s Portfolio EEQ Stock Details EEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-22,256	Closed	-$243K	–	46
2018 Q3	$243K	Sell	22,256 -5	-0%	-$53	0.18%	44
2018 Q2	$221K	Sell	22,261 -3,148	-12%	-$28.3K	0.17%	43
2018 Q1	$217K	Sell	25,409 -5	-0%	-$57	0.17%	41
2017 Q4	$310K	Sell	25,414 -6	-0%	-$75	0.22%	39
2017 Q3	$349K	Sell	25,420 -5	-0%	-$65	0.26%	38
2017 Q2	$340K	Sell	25,425 -2,309	-8%	-$33.5K	0.26%	37
2017 Q1	$435K	Sell	27,734 -8	-0%	-$135	0.34%	34
2016 Q4	$596K	Buy	27,742 +584	+2%	+$11.8K	0.49%	31
2016 Q3	$560K	Buy	+27,158	New	+$516K	0.48%	31

Other funds holding EEQ

HWM

Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

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

Hutner Capital Management sold out of Enbridge Energy Management Llc (EEQ) in Q4 2018, closing a stake of 22,256 shares — an estimated $243K sold.

Hutner Capital Management first reported a position in EEQ in Q3 2016 and held it in 9 quarters. The position peaked at $596K in Q4 2016. 1 fund tracked by Wall St. Rank holds EEQ as of Q4 2018.

Hutner Capital Management reported no remaining Enbridge Energy Management Llc position as of Q4 2018 after selling out during the quarter.
Hutner Capital Management sold 22,256 Enbridge Energy Management Llc shares in Q4 2018, an estimated $243K.
Hutner Capital Management first reported a position in Enbridge Energy Management Llc in Q3 2016 and held it in 9 quarters.
Hutner Capital Management's Enbridge Energy Management Llc position peaked at $596K in Q4 2016.
1 fund tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2018.

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