WEC
EEP

Winslow Evans & Crocker’s Enbridge Energy Partners EEP Stock Holding History

Winslow Evans & Crocker’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
-28,216
Closed -$312K – 1147
2018
Q3 		$312K Sell
28,216
-510
-2% -$5.73K 0.09% 206
2018
Q2 		$316K Buy
28,726
+8,500
+42% +$84.9K 0.1% 194
2018
Q1 		$195K Sell
20,226
-2,990
-13% -$39.3K 0.06% 252
2017
Q4 		$321K Sell
23,216
-560
-2% -$8.15K 0.1% 197
2017
Q3 		$380K Sell
23,776
-7,749
-25% -$119K 0.13% 174
2017
Q2 		$525K Buy
31,525
+12,749
+68% +$221K 0.14% 165
2017
Q1 		$357K Sell
18,776
-2,444
-12% -$49.5K 0.11% 189
2016
Q4 		$541K Sell
21,220
-7,000
-25% -$171K 0.17% 139
2016
Q3 		$718K Hold
28,220
– – 0.21% 104
2016
Q2 		$655K Sell
28,220
-240
-0.8% -$5.09K 0.2% 114
2016
Q1 		$521K Buy
28,460
+9,750
+52% +$172K 0.16% 141
2015
Q4 		$432K Buy
18,710
+14,932
+395% +$374K 0.12% 174
2015
Q3 		$93.4K Sell
3,778
-162
-4% -$4.65K 0.03% 398
2015
Q2 		$131K Hold
3,940
– – 0.04% 373
2015
Q1 		$142K Buy
3,940
+650
+20% +$24.9K 0.04% 354
2014
Q4 		$131K Hold
3,290
– – 0.04% 362
2014
Q3 		$128K Hold
3,290
– – 0.04% 386
2014
Q2 		$122K Hold
3,290
– – 0.04% 335
2014
Q1 		$90.2K Buy
3,290
+68
+2% +$1.9K 0.03% 370
2013
Q4 		$96K Buy
+3,222
New +$96.2K 0.03% 378

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

Winslow Evans & Crocker's EEP Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 28,216 shares — an estimated $312K sold.

Winslow Evans & Crocker first reported a position in EEP in Q4 2013 and held it in 20 quarters. The position peaked at $718K in Q3 2016. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Winslow Evans & Crocker reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 28,216 Enbridge Energy Partners shares in Q4 2018, an estimated $312K.
  • Winslow Evans & Crocker first reported a position in Enbridge Energy Partners in Q4 2013 and held it in 20 quarters.
  • Winslow Evans & Crocker's Enbridge Energy Partners position peaked at $718K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.