Zimmer Partners’s Enbridge Energy Partners EEP Stock Holding History

Zimmer Partners’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	-378,600	Closed	-$4.16M	–	118
2018 Q3	$4.16M	Sell	378,600 -273,571	-42%	-$3.07M	0.06%	80
2018 Q2	$7.13M	Buy	652,171 +372,800	+133%	+$3.73M	0.1%	78
2018 Q1	$2.69M	Buy	+279,371	New	+$3.67M	0.05%	74
2017 Q4	–	Sell	-492,303	Closed	-$7.87M	–	94
2017 Q3	$7.87M	Buy	492,303 +437,903	+805%	+$6.75M	0.17%	67
2017 Q2	$870K	Buy	+54,400	New	+$944K	0.02%	84

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 $830M AUM 21.8% 1-Year Est. Return

Zimmer Partners's EEP Position: Q4 2018 in Review

Zimmer Partners sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 378,600 shares — an estimated $4.16M sold.

Zimmer Partners first reported a position in EEP in Q2 2017 and held it in 5 quarters. The position peaked at $7.87M in Q3 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Zimmer Partners reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Zimmer Partners sold 378,600 Enbridge Energy Partners shares in Q4 2018, an estimated $4.16M.
Zimmer Partners first reported a position in Enbridge Energy Partners in Q2 2017 and held it in 5 quarters.
Zimmer Partners's Enbridge Energy Partners position peaked at $7.87M in Q3 2017.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

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