Plante Moran Financial Advisors’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,000
| Closed | -$46K | – | 1017 |
|
|
2016
Q2 | $46K | Sell |
2,000
-65
| -3% | -$1.5K | 0.03% | 300 |
|
|
2016
Q1 | $38K | Buy |
2,065
+65
| +3% | +$1.2K | 0.03% | 301 |
|
|
2015
Q4 | $46K | Hold |
2,000
| – | – | 0.03% | 292 |
|
|
2015
Q3 | $49K | Hold |
2,000
| – | – | 0.04% | 262 |
|
|
2015
Q2 | $67K | Hold |
2,000
| – | – | 0.05% | 253 |
|
|
2015
Q1 | $72K | Hold |
2,000
| – | – | 0.05% | 235 |
|
|
2014
Q4 | $80K | Hold |
2,000
| – | – | 0.06% | 213 |
|
|
2014
Q3 | $78K | Hold |
2,000
| – | – | 0.07% | 192 |
|
|
2014
Q2 | $74K | Hold |
2,000
| – | – | 0.07% | 182 |
|
|
2014
Q1 | $55K | Hold |
2,000
| – | – | 0.06% | 164 |
|
|
2013
Q4 | $60K | Hold |
2,000
| – | – | 0.03% | 208 |
|
|
2013
Q3 | $61K | Hold |
2,000
| – | – | 0.04% | 174 |
|
|
2013
Q2 | $61K | Buy |
+2,000
| New | +$61K | 0.05% | 154 |
|