Shepherd Kaplan Krochuk’s Enbridge Energy Management Llc EEQ Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio EEQ Stock Details EEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,061	Closed	-$110K	–	253
2018 Q3	$110K	Buy	+10,061	New	+$107K	0.06%	201

Other funds holding EEQ

HWM

Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Shepherd Kaplan Krochuk's EEQ Position: Q4 2018 in Review

Shepherd Kaplan Krochuk sold out of Enbridge Energy Management Llc (EEQ) in Q4 2018, closing a stake of 10,061 shares — an estimated $110K sold.

Shepherd Kaplan Krochuk first reported a position in EEQ in Q3 2018 and held it in 1 quarter. The position peaked at $110K in Q3 2018. 1 fund tracked by Wall St. Rank holds EEQ as of Q4 2018.

Shepherd Kaplan Krochuk reported no remaining Enbridge Energy Management Llc position as of Q4 2018 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 10,061 Enbridge Energy Management Llc shares in Q4 2018, an estimated $110K.
Shepherd Kaplan Krochuk first reported a position in Enbridge Energy Management Llc in Q3 2018 and held it in 1 quarter.
Shepherd Kaplan Krochuk's Enbridge Energy Management Llc position peaked at $110K in Q3 2018.
1 fund tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2018, filed 12 Feb 2019.