Sumitomo Mitsui Trust Group’s Enbridge Energy Partners EEP Stock Holding History

Sumitomo Mitsui Trust Group’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	-41,000	Closed	-$451K	–	945
2018 Q3	$451K	Sell	41,000 -20,000	-33%	-$225K	﹤0.01%	860
2018 Q2	$667K	Sell	61,000 -150,000	-71%	-$1.5M	﹤0.01%	836
2018 Q1	$2.03M	Hold	211,000	–	–	﹤0.01%	766
2017 Q4	$2.91M	Buy	211,000 +54,000	+34%	+$786K	﹤0.01%	747
2017 Q3	$2.51M	Buy	157,000 +20,000	+15%	+$308K	﹤0.01%	748
2017 Q2	$2.19M	Buy	137,000 +38,000	+38%	+$659K	﹤0.01%	751
2017 Q1	$1.88M	Hold	99,000	–	–	﹤0.01%	736
2016 Q4	$2.52M	Buy	99,000 +69,000	+230%	+$1.68M	﹤0.01%	723
2016 Q3	$763K	Buy	+30,000	New	+$721K	﹤0.01%	782
2016 Q2	–	Sell	-146,000	Closed	-$2.67M	–	885
2016 Q1	$2.67M	Buy	146,000 +113,000	+342%	+$2M	﹤0.01%	705
2015 Q4	$729K	Buy	+33,000	New	+$826K	﹤0.01%	798
2015 Q3	–	Sell	-46,000	Closed	-$1.53M	–	904
2015 Q2	$1.53M	Hold	46,000	–	–	﹤0.01%	761
2015 Q1	$1.66M	Buy	+46,000	New	+$1.76M	﹤0.01%	742

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

Sumitomo Mitsui Trust Group's EEP Position: Q4 2018 in Review

Sumitomo Mitsui Trust Group sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 41,000 shares — an estimated $451K sold.

Sumitomo Mitsui Trust Group first reported a position in EEP in Q1 2015 and held it in 13 quarters. The position peaked at $2.91M in Q4 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Sumitomo Mitsui Trust Group reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 41,000 Enbridge Energy Partners shares in Q4 2018, an estimated $451K.
Sumitomo Mitsui Trust Group first reported a position in Enbridge Energy Partners in Q1 2015 and held it in 13 quarters.
Sumitomo Mitsui Trust Group's Enbridge Energy Partners position peaked at $2.91M in Q4 2017.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2018, filed 6 Feb 2019.