LWCFA
EEP

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

Quarter Market Value Status Shares Shares
Change %
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% -$129K ﹤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% -$12.8K 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 +$427K 0.01% 202