LWA
EEQ

Lenox Wealth Advisors’s Enbridge Energy Management Llc EEQ Stock Holding History

Lenox Wealth Advisors’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
-1
Closed – – 406
2018
Q3 		$0 Hold
1
– – ﹤0.01% 547
2018
Q2 		$0 Sell
1
-1
-50% -$9 ﹤0.01% 678
2018
Q1 		$0 Buy
+2
New +$23 ﹤0.01% 573

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

Lenox Wealth Advisors's EEQ Position: Q4 2018 in Review

Lenox Wealth Advisors sold out of Enbridge Energy Management Llc (EEQ) in Q4 2018, closing a stake of 1 share.

Lenox Wealth Advisors first reported a position in EEQ in Q1 2018 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 1 fund tracked by Wall St. Rank holds EEQ as of Q4 2018.

  • Lenox Wealth Advisors reported no remaining Enbridge Energy Management Llc position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 1 Enbridge Energy Management Llc share in Q4 2018.
  • Lenox Wealth Advisors first reported a position in Enbridge Energy Management Llc in Q1 2018 and held it in 3 quarters.
  • Lenox Wealth Advisors's Enbridge Energy Management Llc position peaked at $0 in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2018.

Based on Lenox Wealth Advisors's 13F filing for Q4 2018, filed 9 Jan 2019.