Tortoise Index Solutions’s Enbridge Energy Management Llc EEQ Stock Holding History

Tortoise Index Solutions’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	-14,801	Closed	-$162K	–	89
2018 Q3	$162K	Buy	14,801 +1,333	+10%	+$14.2K	0.11%	53
2018 Q2	$134K	Buy	13,468 +1,790	+15%	+$16.1K	0.1%	60
2018 Q1	$100K	Buy	11,678 +860	+8%	+$9.83K	0.09%	68
2017 Q4	$132K	Buy	+10,818	New	+$136K	0.12%	61
2015 Q3	$33K	Buy	1,920 +267	+16%	+$5.48K	0.16%	55
2015 Q2	$39K	Buy	+1,653	New	+$42.2K	0.18%	51

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

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

Tortoise Index Solutions sold out of Enbridge Energy Management Llc (EEQ) in Q4 2018, closing a stake of 14,801 shares — an estimated $162K sold.

Tortoise Index Solutions first reported a position in EEQ in Q2 2015 and held it in 6 quarters. The position peaked at $162K in Q3 2018. 1 fund tracked by Wall St. Rank holds EEQ as of Q4 2018.

Tortoise Index Solutions reported no remaining Enbridge Energy Management Llc position as of Q4 2018 after selling out during the quarter.
Tortoise Index Solutions sold 14,801 Enbridge Energy Management Llc shares in Q4 2018, an estimated $162K.
Tortoise Index Solutions first reported a position in Enbridge Energy Management Llc in Q2 2015 and held it in 6 quarters.
Tortoise Index Solutions's Enbridge Energy Management Llc position peaked at $162K in Q3 2018.
1 fund tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2018.

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