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EEP

Wedbush Securities’s Enbridge Energy Partners EEP Stock Holding History

Wedbush Securities’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
-18,171
Closed -$200K – 962
2018
Q3 		$200K Buy
18,171
+72
+0.4% +$809 0.02% 781
2018
Q2 		$198K Buy
18,099
+6,579
+57% +$65.7K 0.02% 742
2018
Q1 		$111K Sell
11,520
-792
-6% -$10.4K 0.01% 747
2017
Q4 		$170K Buy
12,312
+1,853
+18% +$27K 0.02% 741
2017
Q3 		$167K Buy
+10,459
New +$161K 0.02% 734
2017
Q1 		– Sell
-8,309
Closed -$212K – 899
2016
Q4 		$212K Sell
8,309
-251
-3% -$6.12K 0.03% 648
2016
Q3 		$218K Buy
+8,560
New +$206K 0.03% 640
2013
Q3 		– Sell
-7,942
Closed -$242K – 617
2013
Q2 		$242K Buy
+7,942
New +$237K 0.07% 357

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

Wedbush Securities's EEP Position: Q4 2018 in Review

Wedbush Securities sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 18,171 shares — an estimated $200K sold.

Wedbush Securities first reported a position in EEP in Q2 2013 and held it in 8 quarters. The position peaked at $242K in Q2 2013. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Wedbush Securities reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Wedbush Securities sold 18,171 Enbridge Energy Partners shares in Q4 2018, an estimated $200K.
  • Wedbush Securities first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 8 quarters.
  • Wedbush Securities's Enbridge Energy Partners position peaked at $242K in Q2 2013.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Wedbush Securities's 13F filing for Q4 2018, filed 31 Jan 2019.