AF
EEP

Advisornet Financial’s Enbridge Energy Partners EEP Stock Holding History

Advisornet Financial’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
-1,276
Closed -$14K – 1632
2018
Q3 		$14K Buy
1,276
+100
+9% +$1.12K ﹤0.01% 1054
2018
Q2 		$13K Hold
1,176
– – ﹤0.01% 1082
2018
Q1 		$11K Sell
1,176
-25
-2% -$329 ﹤0.01% 1082
2017
Q4 		$17K Buy
+1,201
New +$17.5K ﹤0.01% 901

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

Advisornet Financial's EEP Position: Q4 2018 in Review

Advisornet Financial sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 1,276 shares — an estimated $14K sold.

Advisornet Financial first reported a position in EEP in Q4 2017 and held it in 4 quarters. The position peaked at $17K in Q4 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Advisornet Financial reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Advisornet Financial sold 1,276 Enbridge Energy Partners shares in Q4 2018, an estimated $14K.
  • Advisornet Financial first reported a position in Enbridge Energy Partners in Q4 2017 and held it in 4 quarters.
  • Advisornet Financial's Enbridge Energy Partners position peaked at $17K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Advisornet Financial's 13F filing for Q4 2018, filed 8 Feb 2019.