Loring Wolcott & Coolidge Fiduciary Advisors’s Enbridge Energy Partners EEP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	-1,300	Closed	-$14K	–	744
2018 Q3	$14K	Hold	1,300	–	–	﹤0.01%	518
2018 Q2	$14K	Sell	1,300 -12,000	-90%	-$120K	﹤0.01%	532
2018 Q1	$128K	Hold	13,300	–	–	﹤0.01%	337
2017 Q4	$184K	Hold	13,300	–	–	﹤0.01%	295
2017 Q3	$213K	Hold	13,300	–	–	﹤0.01%	276
2017 Q2	$208K	Hold	13,300	–	–	﹤0.01%	268
2017 Q1	$253K	Hold	13,300	–	–	0.01%	252
2016 Q4	$339K	Hold	13,300	–	–	0.01%	222
2016 Q3	$338K	Hold	13,300	–	–	0.01%	217
2016 Q2	$309K	Hold	13,300	–	–	0.01%	219
2016 Q1	$244K	Sell	13,300 -700	-5%	-$12.4K	0.01%	228
2015 Q4	$323K	Hold	14,000	–	–	0.01%	229
2015 Q3	$467K	Hold	14,000	–	–	0.01%	204
2015 Q2	$467K	Hold	14,000	–	–	0.01%	204
2015 Q1	$504K	Hold	14,000	–	–	0.01%	209
2014 Q4	$559K	Hold	14,000	–	–	0.01%	190
2014 Q3	$544K	Hold	14,000	–	–	0.01%	184
2014 Q2	$517K	Hold	14,000	–	–	0.01%	189
2014 Q1	$384K	Hold	14,000	–	–	0.01%	212
2013 Q4	$418K	Hold	14,000	–	–	0.01%	198
2013 Q3	$426K	Hold	14,000	–	–	0.01%	193
2013 Q2	$427K	Buy	+14,000	New	+$418K	0.01%	202

Other funds holding EEP

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

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EEP Position: Q4 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 1,300 shares — an estimated $14K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EEP in Q2 2013 and held it in 22 quarters. The position peaked at $559K in Q4 2014. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,300 Enbridge Energy Partners shares in Q4 2018, an estimated $14K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 22 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Enbridge Energy Partners position peaked at $559K in Q4 2014.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.