Lee Financial’s Enbridge Energy Management Llc EEQ Stock Holding History

Lee Financial’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	-98	Closed	-$1K	–	497
2018 Q3	$1K	Hold	98	–	–	﹤0.01%	456
2018 Q2	$1K	Sell	98 -1	-1%	-$9	﹤0.01%	768
2018 Q1	$1K	Hold	99	–	–	﹤0.01%	742
2017 Q4	$1K	Hold	99	–	–	﹤0.01%	463
2017 Q3	$1K	Hold	99	–	–	﹤0.01%	471
2017 Q2	$1K	Hold	99	–	–	﹤0.01%	494
2017 Q1	$2K	Sell	99 -1,488	-94%	-$25.2K	﹤0.01%	386
2016 Q4	$34K	Buy	+1,587	New	+$32.1K	0.02%	192

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

Lee Financial's EEQ Position: Q4 2018 in Review

Lee Financial sold out of Enbridge Energy Management Llc (EEQ) in Q4 2018, closing a stake of 98 shares — an estimated $1K sold.

Lee Financial first reported a position in EEQ in Q4 2016 and held it in 8 quarters. The position peaked at $34K in Q4 2016. 1 fund tracked by Wall St. Rank holds EEQ as of Q4 2018.

Lee Financial reported no remaining Enbridge Energy Management Llc position as of Q4 2018 after selling out during the quarter.
Lee Financial sold 98 Enbridge Energy Management Llc shares in Q4 2018, an estimated $1K.
Lee Financial first reported a position in Enbridge Energy Management Llc in Q4 2016 and held it in 8 quarters.
Lee Financial's Enbridge Energy Management Llc position peaked at $34K in Q4 2016.
1 fund tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.