Morse Asset Management’s Enbridge Energy Partners EEP Stock Holding History

Morse Asset Management’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	-10,000	Closed	-$110K	–	140
2018 Q3	$110K	Hold	10,000	–	–	0.03%	133
2018 Q2	$109K	Hold	10,000	–	–	0.03%	137
2018 Q1	$96K	Hold	10,000	–	–	0.03%	143
2017 Q4	$138K	Buy	+10,000	New	+$145K	0.04%	137

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 $830M AUM 21.8% 1-Year Est. Return

Morse Asset Management's EEP Position: Q4 2018 in Review

Morse Asset Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 10,000 shares — an estimated $110K sold.

Morse Asset Management first reported a position in EEP in Q4 2017 and held it in 4 quarters. The position peaked at $138K in Q4 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Morse Asset Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Morse Asset Management sold 10,000 Enbridge Energy Partners shares in Q4 2018, an estimated $110K.
Morse Asset Management first reported a position in Enbridge Energy Partners in Q4 2017 and held it in 4 quarters.
Morse Asset Management's Enbridge Energy Partners position peaked at $138K in Q4 2017.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Morse Asset Management's 13F filing for Q4 2018, filed 13 Feb 2019.