Sonora Investment Management’s Enbridge Energy Partners EEP Stock Holding History

Sonora Investment 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	-400	Closed	-$4K	–	1332
2018 Q3	$4K	Hold	400	–	–	﹤0.01%	1070
2018 Q2	$4K	Hold	400	–	–	﹤0.01%	1012
2018 Q1	$3.86K	Hold	400	–	–	﹤0.01%	983
2017 Q4	$5.52K	Hold	400	–	–	﹤0.01%	936
2017 Q3	$6.39K	Hold	400	–	–	﹤0.01%	816
2017 Q2	$6.4K	Hold	400	–	–	﹤0.01%	798
2017 Q1	$7.6K	Hold	400	–	–	﹤0.01%	741
2016 Q4	$10.2K	Hold	400	–	–	﹤0.01%	612
2016 Q3	$10.2K	Hold	400	–	–	﹤0.01%	597
2016 Q2	$9.28K	Sell	400 -100	-20%	-$2.12K	﹤0.01%	607
2016 Q1	$10.9K	Hold	500	–	–	﹤0.01%	622
2015 Q4	$12K	Hold	500	–	–	﹤0.01%	487
2015 Q3	$13K	Buy	+500	New	+$14.4K	﹤0.01%	418

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

Sonora Investment Management's EEP Position: Q4 2018 in Review

Sonora Investment Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 400 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in EEP in Q3 2015 and held it in 13 quarters. The position peaked at $13K in Q3 2015. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Sonora Investment Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Sonora Investment Management sold 400 Enbridge Energy Partners shares in Q4 2018, an estimated $4K.
Sonora Investment Management first reported a position in Enbridge Energy Partners in Q3 2015 and held it in 13 quarters.
Sonora Investment Management's Enbridge Energy Partners position peaked at $13K in Q3 2015.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Sonora Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.