AIM
EEP

Advantage Investment Management’s Enbridge Energy Partners EEP Stock Holding History

Advantage Investment Management’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
-3,100
Closed -$34K – 1122
2018
Q3 		$34K Sell
3,100
-400
-11% -$4.5K 0.02% 475
2018
Q2 		$38K Hold
3,500
– – 0.03% 414
2018
Q1 		$34K Hold
3,500
– – 0.01% 457
2017
Q4 		$48K Sell
3,500
-280
-7% -$4.07K 0.01% 406
2017
Q3 		$60K Hold
3,780
– – 0.02% 361
2017
Q2 		$60K Buy
3,780
+300
+9% +$5.21K 0.02% 326
2017
Q1 		$66K Hold
3,480
– – 0.03% 289
2016
Q4 		$89K Buy
3,480
+800
+30% +$19.5K 0.03% 239
2016
Q3 		$68K Hold
2,680
– – 0.02% 276
2016
Q2 		$62K Sell
2,680
-700
-21% -$14.8K 0.03% 309
2016
Q1 		$62K Hold
3,380
– – 0.03% 293
2015
Q4 		$78K Hold
3,380
– – 0.04% 264
2015
Q3 		$84K Hold
3,380
– – 0.05% 244
2015
Q2 		$113K Buy
3,380
+80
+2% +$2.95K 0.05% 222
2015
Q1 		$119K Hold
3,300
– – 0.07% 205
2014
Q4 		$132K Buy
+3,300
New +$124K 0.1% 168

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

Advantage Investment Management's EEP Position: Q4 2018 in Review

Advantage Investment Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 3,100 shares — an estimated $34K sold.

Advantage Investment Management first reported a position in EEP in Q4 2014 and held it in 16 quarters. The position peaked at $132K in Q4 2014. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Advantage Investment Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 3,100 Enbridge Energy Partners shares in Q4 2018, an estimated $34K.
  • Advantage Investment Management first reported a position in Enbridge Energy Partners in Q4 2014 and held it in 16 quarters.
  • Advantage Investment Management's Enbridge Energy Partners position peaked at $132K in Q4 2014.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.