LFR
EEP
Lehman Financial Resources’s Enbridge Energy Partners EEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8,500
| Closed | -$216K | – | 66 |
|
|
2016
Q4 | $216K | Hold |
8,500
| – | – | 0.12% | 53 |
|
|
2016
Q3 | $216K | Buy |
+8,500
| New | +$216K | 0.12% | 52 |
|
|
2016
Q1 | – | Sell |
-10,305
| Closed | -$237K | – | 65 |
|
|
2015
Q4 | $237K | Sell |
10,305
-1,200
| -10% | -$27.6K | 0.13% | 54 |
|
|
2015
Q3 | $284K | Sell |
11,505
-800
| -7% | -$19.7K | 0.14% | 52 |
|
|
2015
Q2 | $410K | Hold |
12,305
| – | – | 0.2% | 45 |
|
|
2015
Q1 | $443K | Hold |
12,305
| – | – | 0.2% | 48 |
|
|
2014
Q4 | $491K | Sell |
12,305
-90,484
| -88% | -$3.61M | 0.24% | 47 |
|
|
2014
Q3 | $3.99M | Sell |
102,789
-6,997
| -6% | -$272K | 2.08% | 9 |
|
|
2014
Q2 | $4.05M | Buy |
109,786
+1,000
| +0.9% | +$36.9K | 1.93% | 11 |
|
|
2014
Q1 | $2.98M | Buy |
108,786
+8,105
| +8% | +$222K | 1.54% | 16 |
|
|
2013
Q4 | $3.01M | Buy |
100,681
+6,370
| +7% | +$190K | 1.86% | 15 |
|
|
2013
Q3 | $2.87M | Buy |
94,311
+1,011
| +1% | +$30.8K | 1.84% | 15 |
|
|
2013
Q2 | $2.85M | Buy |
+93,300
| New | +$2.85M | 1.93% | 14 |
|