TA
EEP

Tiedemann Advisors’s Enbridge Energy Partners EEP Stock Holding History

Tiedemann Advisors’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
-1,465,304
Closed -$16.1M – 445
2018
Q3 		$16.1M Buy
1,465,304
+157,000
+12% +$1.76M 0.95% 25
2018
Q2 		$14.3M Buy
1,308,304
+76,600
+6% +$765K 0.91% 28
2018
Q1 		$11.9M Buy
1,231,704
+187,835
+18% +$2.47M 0.81% 27
2017
Q4 		$14.4M Buy
1,043,869
+383,386
+58% +$5.58M 1.1% 25
2017
Q3 		$10.6M Buy
660,483
+33,904
+5% +$522K 0.95% 22
2017
Q2 		$10M Buy
626,579
+139,365
+29% +$2.42M 0.73% 26
2017
Q1 		$9.26M Buy
487,214
+44,385
+10% +$899K 0.78% 31
2016
Q4 		$11.3M Buy
442,829
+370,832
+515% +$9.04M 1.12% 19
2016
Q3 		$1.83M Buy
71,997
+8,292
+13% +$199K 0.38% 32
2016
Q2 		$1.48M Sell
63,705
-8,840
-12% -$187K 1.42% 22
2016
Q1 		$1.33M Buy
72,545
+24,640
+51% +$435K 1.05% 21
2015
Q4 		$1.1M Sell
47,905
-13,703
-22% -$343K 0.43% 29
2015
Q3 		$1.52M Buy
61,608
+5,415
+10% +$155K 1.17% 17
2015
Q2 		$1.89M Sell
56,193
-1,445
-3% -$53.2K 1.93% 18
2015
Q1 		$2.08M Hold
57,638
– – 3.8% 13
2014
Q4 		$2.3M Buy
57,638
+16,095
+39% +$603K 3.62% 12
2014
Q3 		$1.61M Hold
41,543
– – 3.3% 13
2014
Q2 		$1.53M Buy
41,543
+225
+0.5% +$6.93K 3.59% 12
2014
Q1 		$1.13M Buy
41,318
+2,105
+5% +$58.9K 3.6% 12
2013
Q4 		$1.17M Buy
39,213
+33,140
+546% +$989K 3.87% 11
2013
Q3 		$1.07M Sell
6,073
-38,286
-86% -$1.17M 2.15% 23
2013
Q2 		$1.34M Buy
+44,359
New +$1.32M 2.76% 21

Other funds holding EEP

SEI Investments
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
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Tiedemann Advisors's EEP Position: Q4 2018 in Review

Tiedemann Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 1,465,304 shares — an estimated $16.1M sold.

Tiedemann Advisors first reported a position in EEP in Q2 2013 and held it in 22 quarters. The position peaked at $16.1M in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Tiedemann Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Tiedemann Advisors sold 1,465,304 Enbridge Energy Partners shares in Q4 2018, an estimated $16.1M.
  • Tiedemann Advisors first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 22 quarters.
  • Tiedemann Advisors's Enbridge Energy Partners position peaked at $16.1M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Tiedemann Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.