WAM
EEQ

Wealthspire Advisors (Maryland)’s Enbridge Energy Management Llc EEQ Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,591
Closed -$17K – 2666
2018
Q3 		$17K Hold
1,591
– – ﹤0.01% 1378
2018
Q2 		$16K Sell
1,591
-214
-12% -$1.93K ﹤0.01% 1413
2018
Q1 		$15K Sell
1,805
-203
-10% -$2.32K ﹤0.01% 1419
2017
Q4 		$24K Hold
2,008
– – ﹤0.01% 1274
2017
Q3 		$28K Buy
2,008
+34
+2% +$443 ﹤0.01% 1186
2017
Q2 		$26K Buy
1,974
+219
+12% +$3.18K ﹤0.01% 1174
2017
Q1 		$28K Buy
1,755
+1,030
+142% +$17.4K ﹤0.01% 976
2016
Q4 		$16K Sell
725
-431
-37% -$8.71K ﹤0.01% 1092
2016
Q3 		$24K Buy
+1,156
New +$22K ﹤0.01% 1009

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

Wealthspire Advisors (Maryland)'s EEQ Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Enbridge Energy Management Llc (EEQ) in Q4 2018, closing a stake of 1,591 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in EEQ in Q3 2016 and held it in 9 quarters. The position peaked at $28K in Q3 2017. 1 fund tracked by Wall St. Rank holds EEQ as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Enbridge Energy Management Llc position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,591 Enbridge Energy Management Llc shares in Q4 2018, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in Enbridge Energy Management Llc in Q3 2016 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Enbridge Energy Management Llc position peaked at $28K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.