TIS
EEP

Tortoise Index Solutions’s Enbridge Energy Partners EEP Stock Holding History

Tortoise Index Solutions’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
-36,202
Closed -$398K – 88
2018
Q3 		$398K Sell
36,202
-4,366
-11% -$49.1K 0.26% 41
2018
Q2 		$443K Buy
40,568
+5,673
+16% +$56.7K 0.32% 40
2018
Q1 		$336K Buy
34,895
+349
+1% +$4.59K 0.31% 39
2017
Q4 		$477K Buy
+34,546
New +$503K 0.42% 35
2015
Q3 		$116K Buy
4,704
+844
+22% +$24.2K 0.57% 35
2015
Q2 		$129K Buy
+3,860
New +$142K 0.59% 33

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

Tortoise Index Solutions's EEP Position: Q4 2018 in Review

Tortoise Index Solutions sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 36,202 shares — an estimated $398K sold.

Tortoise Index Solutions first reported a position in EEP in Q2 2015 and held it in 6 quarters. The position peaked at $477K in Q4 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Tortoise Index Solutions reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Tortoise Index Solutions sold 36,202 Enbridge Energy Partners shares in Q4 2018, an estimated $398K.
  • Tortoise Index Solutions first reported a position in Enbridge Energy Partners in Q2 2015 and held it in 6 quarters.
  • Tortoise Index Solutions's Enbridge Energy Partners position peaked at $477K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Tortoise Index Solutions's 13F filing for Q4 2018, filed 13 Feb 2019.