JMPWA
EEP

JP Morgan Private Wealth Advisors’s Enbridge Energy Partners EEP Stock Holding History

JP Morgan Private Wealth 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
-1,586,920
Closed -$17.4M – 1646
2018
Q3 		$17.4M Buy
1,586,920
+161,679
+11% +$1.82M 0.09% 221
2018
Q2 		$15.6M Buy
+1,425,241
New +$14.2M 0.09% 214
2015
Q2 		– Sell
-5,570
Closed -$201K – 1171
2015
Q1 		$201K Hold
5,570
– – ﹤0.01% 1041
2014
Q4 		$222K Sell
5,570
-720
-11% -$27K ﹤0.01% 963
2014
Q3 		$244K Buy
+6,290
New +$226K ﹤0.01% 913

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

JP Morgan Private Wealth Advisors's EEP Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 1,586,920 shares — an estimated $17.4M sold.

JP Morgan Private Wealth Advisors first reported a position in EEP in Q3 2014 and held it in 5 quarters. The position peaked at $17.4M in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,586,920 Enbridge Energy Partners shares in Q4 2018, an estimated $17.4M.
  • JP Morgan Private Wealth Advisors first reported a position in Enbridge Energy Partners in Q3 2014 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's Enbridge Energy Partners position peaked at $17.4M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.