Arbor Wealth Management (Florida)’s Enbridge Energy Partners EEP Stock Holding History

Arbor Wealth Management (Florida)’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	-130,681	Closed	-$4.22M	–	205
2018 Q3	$4.22M	Buy	130,681 +523	+0.4%	+$5.88K	3.32%	12
2018 Q2	$4.58M	Buy	130,158 +16,478	+14%	+$165K	3.58%	8
2018 Q1	$3.78M	Buy	+113,680	New	+$1.49M	3.23%	10
2017 Q4	–	Sell	-26,224	Closed	-$917K	–	67
2017 Q3	$917K	Buy	+26,224	New	+$404K	0.78%	35

Other funds holding EEP

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Arbor Wealth Management (Florida)'s EEP Position: Q4 2018 in Review

Arbor Wealth Management (Florida) sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 130,681 shares — an estimated $4.22M sold.

Arbor Wealth Management (Florida) first reported a position in EEP in Q3 2017 and held it in 4 quarters. The position peaked at $4.58M in Q2 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Arbor Wealth Management (Florida) reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Arbor Wealth Management (Florida) sold 130,681 Enbridge Energy Partners shares in Q4 2018, an estimated $4.22M.
Arbor Wealth Management (Florida) first reported a position in Enbridge Energy Partners in Q3 2017 and held it in 4 quarters.
Arbor Wealth Management (Florida)'s Enbridge Energy Partners position peaked at $4.58M in Q2 2018.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Arbor Wealth Management (Florida)'s 13F filing for Q4 2018, filed 11 Mar 2019.