Northwestern Mutual Wealth Management
EEP

Northwestern Mutual Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

Northwestern Mutual Wealth 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
-6,029
Closed -$66K – 2768
2018
Q3 		$66K Buy
6,029
+987
+20% +$11.1K ﹤0.01% 1194
2018
Q2 		$55K Buy
5,042
+2,866
+132% +$28.6K ﹤0.01% 1211
2018
Q1 		$21K Sell
2,176
-701
-24% -$9.21K ﹤0.01% 1522
2017
Q4 		$40K Buy
2,877
+2,180
+313% +$31.7K ﹤0.01% 1244
2017
Q3 		$11K Buy
697
+266
+62% +$4.1K ﹤0.01% 1649
2017
Q2 		$7K Sell
431
-1,030
-70% -$17.9K ﹤0.01% 1708
2017
Q1 		$27K Buy
1,461
+30
+2% +$607 ﹤0.01% 1233
2016
Q4 		$36K Buy
1,431
+1,000
+232% +$24.4K ﹤0.01% 1138
2016
Q3 		$11K Sell
431
-69
-14% -$1.66K ﹤0.01% 1491
2016
Q2 		$12K Sell
500
-1,683
-77% -$35.7K ﹤0.01% 1322
2016
Q1 		$40K Buy
2,183
+1,783
+446% +$31.5K ﹤0.01% 968
2015
Q4 		$9K Hold
400
– – ﹤0.01% 1203
2015
Q3 		$10K Buy
+400
New +$11.5K ﹤0.01% 1098
2014
Q3 		– Sell
-500
Closed -$18K – 1502
2014
Q2 		$18K Buy
+500
New +$15.4K ﹤0.01% 794
2013
Q3 		– Sell
-96
Closed -$3K – 1524
2013
Q2 		$3K Buy
+96
New +$2.87K ﹤0.01% 1051

Other funds holding EEP

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
HWM
Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Northwestern Mutual Wealth Management's EEP Position: Q4 2018 in Review

Northwestern Mutual Wealth Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 6,029 shares — an estimated $66K sold.

Northwestern Mutual Wealth Management first reported a position in EEP in Q2 2013 and held it in 15 quarters. The position peaked at $66K in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Northwestern Mutual Wealth Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 6,029 Enbridge Energy Partners shares in Q4 2018, an estimated $66K.
  • Northwestern Mutual Wealth Management first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 15 quarters.
  • Northwestern Mutual Wealth Management's Enbridge Energy Partners position peaked at $66K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.