Westchester Capital Management (New York)’s Enbridge Energy Partners EEP Stock Holding History

Westchester Capital Management (New York)’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	-262,107	Closed	-$2.88M	–	140
2018 Q3	$2.88M	Buy	+262,107	New	+$2.95M	0.11%	71

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

Westchester Capital Management (New York)'s EEP Position: Q4 2018 in Review

Westchester Capital Management (New York) sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 262,107 shares — an estimated $2.88M sold.

Westchester Capital Management (New York) first reported a position in EEP in Q3 2018 and held it in 1 quarter. The position peaked at $2.88M in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Westchester Capital Management (New York) reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Westchester Capital Management (New York) sold 262,107 Enbridge Energy Partners shares in Q4 2018, an estimated $2.88M.
Westchester Capital Management (New York) first reported a position in Enbridge Energy Partners in Q3 2018 and held it in 1 quarter.
Westchester Capital Management (New York)'s Enbridge Energy Partners position peaked at $2.88M in Q3 2018.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2018, filed 14 Feb 2019.