Kanaly Trust’s Enbridge Energy Partners EEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$400K Sell
2016
Q3
$424K Hold
2016
Q2
$387K Hold
2016
Q1
$306K Hold
2015
Q4
$385K Hold
2015
Q3
$413K Hold
2015
Q2
$556K Hold
2015
Q1
$601K Hold
2014
Q4
$666K Hold
2014
Q3
$648K Buy
2014
Q2
$543K Buy
2014
Q1
$129K Hold
2013
Q4
$140K Buy