AIA
EEP

Arrow Investment Advisors’s Enbridge Energy Partners EEP Stock Holding History

Arrow Investment Advisors’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
-49,589
Closed -$545K – 94
2018
Q3 		$545K Sell
49,589
-953
-2% -$10.7K 0.18% 33
2018
Q2 		$552K Buy
50,542
+2,125
+4% +$21.2K 0.18% 43
2018
Q1 		$467K Buy
48,417
+2,527
+6% +$33.2K 0.14% 63
2017
Q4 		$634K Sell
45,890
-800
-2% -$11.6K 0.18% 54
2017
Q3 		$746K Buy
46,690
+9,320
+25% +$144K 0.22% 42
2017
Q2 		$598K Buy
+37,370
New +$648K 0.16% 62

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

Arrow Investment Advisors's EEP Position: Q4 2018 in Review

Arrow Investment Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 49,589 shares — an estimated $545K sold.

Arrow Investment Advisors first reported a position in EEP in Q2 2017 and held it in 6 quarters. The position peaked at $746K in Q3 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Arrow Investment Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Arrow Investment Advisors sold 49,589 Enbridge Energy Partners shares in Q4 2018, an estimated $545K.
  • Arrow Investment Advisors first reported a position in Enbridge Energy Partners in Q2 2017 and held it in 6 quarters.
  • Arrow Investment Advisors's Enbridge Energy Partners position peaked at $746K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Arrow Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.