UBS Group
EEP

UBS Group’s Enbridge Energy Partners EEP Stock Holding History

UBS 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
2015
Q1 		– Sell
-600
Closed -$24K – 9726
2014
Q4 		$24K Buy
+600
New +$22.5K ﹤0.01% 7410

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

UBS Group's EEP Position: Q4 2018 in Review

UBS Group sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 3,775,032 shares — an estimated $41.5M sold.

UBS Group first reported a position in EEP in Q4 2014 and held it in 16 quarters. The position peaked at $146M in Q4 2014. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • UBS Group reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • UBS Group sold 3,775,032 Enbridge Energy Partners shares in Q4 2018, an estimated $41.5M.
  • UBS Group first reported a position in Enbridge Energy Partners in Q4 2014 and held it in 16 quarters.
  • UBS Group's Enbridge Energy Partners position peaked at $146M in Q4 2014.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on UBS Group's 13F filing for Q4 2018, filed 14 Feb 2019.