MWAC
EEQ
Mariner Wealth Advisors (Cincinnati)’s Enbridge Energy Management Llc EEQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-17,683
| Closed | -$273K | – | 297 |
|
|
2017
Q3 | $273K | Buy |
17,683
+394
| +2% | +$6.08K | 0.02% | 227 |
|
|
2017
Q2 | $266K | Buy |
17,289
+330
| +2% | +$5.08K | 0.02% | 226 |
|
|
2017
Q1 | $312K | Buy |
16,959
+428
| +3% | +$7.87K | 0.02% | 214 |
|
|
2016
Q4 | $428K | Buy |
16,531
+376
| +2% | +$9.74K | 0.03% | 174 |
|
|
2016
Q3 | $411K | Buy |
16,155
+402
| +3% | +$10.2K | 0.04% | 176 |
|
|
2016
Q2 | $362K | Buy |
15,753
+430
| +3% | +$9.88K | 0.03% | 190 |
|
|
2016
Q1 | $275K | Buy |
15,323
+522
| +4% | +$9.37K | 0.03% | 200 |
|
|
2015
Q4 | $330K | Buy |
+14,801
| New | +$330K | 0.03% | 182 |
|