UBS Group
EEQ

UBS Group’s Enbridge Energy Management Llc EEQ Stock Holding History

UBS Group’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
2015
Q2 		– Sell
-995
Closed -$25K – 9057
2015
Q1 		$25K Buy
995
+851
+591% +$21.9K ﹤0.01% 6757
2014
Q4 		$4K Buy
+144
New +$3.61K ﹤0.01% 9157

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

UBS Group's EEQ Position: Q4 2018 in Review

UBS Group sold out of Enbridge Energy Management Llc (EEQ) in Q4 2018, closing a stake of 1,909,122 shares — an estimated $20.8M sold.

UBS Group first reported a position in EEQ in Q4 2014 and held it in 16 quarters. The position peaked at $21.2M in Q2 2018. 1 fund tracked by Wall St. Rank holds EEQ as of Q4 2018.

  • UBS Group reported no remaining Enbridge Energy Management Llc position as of Q4 2018 after selling out during the quarter.
  • UBS Group sold 1,909,122 Enbridge Energy Management Llc shares in Q4 2018, an estimated $20.8M.
  • UBS Group first reported a position in Enbridge Energy Management Llc in Q4 2014 and held it in 16 quarters.
  • UBS Group's Enbridge Energy Management Llc position peaked at $21.2M in Q2 2018.
  • 1 fund tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2018.

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