Trust Company of Vermont’s Enbridge Energy Partners EEP Stock Holding History

Trust Company of Vermont’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	-500	Closed	-$5K	–	1052
2018 Q3	$5K	Hold	500	–	–	﹤0.01%	927
2018 Q2	$5K	Hold	500	–	–	﹤0.01%	957
2018 Q1	$5K	Sell	500 -200	-29%	-$2.63K	﹤0.01%	843
2017 Q4	$10K	Sell	700 -1,800	-72%	-$26.2K	﹤0.01%	767
2017 Q3	$40K	Hold	2,500	–	–	﹤0.01%	532
2017 Q2	$40K	Buy	2,500 +200	+9%	+$3.47K	﹤0.01%	544
2017 Q1	$43K	Hold	2,300	–	–	﹤0.01%	502
2016 Q4	$59K	Sell	2,300 -100	-4%	-$2.44K	0.01%	457
2016 Q3	$61K	Hold	2,400	–	–	0.01%	412
2016 Q2	$56K	Hold	2,400	–	–	0.01%	373
2016 Q1	$44K	Hold	2,400	–	–	0.01%	406
2015 Q4	$56K	Hold	2,400	–	–	0.01%	379
2015 Q3	$59K	Hold	2,400	–	–	0.01%	368
2015 Q2	$80K	Hold	2,400	–	–	0.01%	340
2015 Q1	$86K	Hold	2,400	–	–	0.01%	327
2014 Q4	$96K	Hold	2,400	–	–	0.01%	316
2014 Q3	$93K	Hold	2,400	–	–	0.01%	313
2014 Q2	$88K	Sell	2,400 -2,050	-46%	-$63.1K	0.01%	308
2014 Q1	$122K	Sell	4,450 -1,000	-18%	-$28K	0.02%	265
2013 Q4	$163K	Buy	5,450 +2,050	+60%	+$61.2K	0.03%	239
2013 Q3	$104K	Hold	3,400	–	–	0.02%	268
2013 Q2	$104K	Buy	+3,400	New	+$101K	0.02%	264

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 $953M AUM 24.79% 1-Year Est. Return

Trust Company of Vermont's EEP Position: Q4 2018 in Review

Trust Company of Vermont sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 500 shares — an estimated $5K sold.

Trust Company of Vermont first reported a position in EEP in Q2 2013 and held it in 22 quarters. The position peaked at $163K in Q4 2013. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Trust Company of Vermont reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Trust Company of Vermont sold 500 Enbridge Energy Partners shares in Q4 2018, an estimated $5K.
Trust Company of Vermont first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 22 quarters.
Trust Company of Vermont's Enbridge Energy Partners position peaked at $163K in Q4 2013.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Trust Company of Vermont's 13F filing for Q4 2018, filed 30 Jan 2019.