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EEP

Avantax Planning Partners’s Enbridge Energy Partners EEP Stock Holding History

Avantax Planning 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
-3,791
Closed -$42K – 1433
2018
Q3 		$42K Buy
+3,791
New +$42.6K ﹤0.01% 529
2018
Q2 		– Sell
-3,908
Closed -$38K – 1804
2018
Q1 		$38K Buy
+3,908
New +$51.4K ﹤0.01% 585

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

Avantax Planning Partners's EEP Position: Q4 2018 in Review

Avantax Planning Partners sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 3,791 shares — an estimated $42K sold.

Avantax Planning Partners first reported a position in EEP in Q1 2018 and held it in 2 quarters. The position peaked at $42K in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Avantax Planning Partners reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 3,791 Enbridge Energy Partners shares in Q4 2018, an estimated $42K.
  • Avantax Planning Partners first reported a position in Enbridge Energy Partners in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Enbridge Energy Partners position peaked at $42K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

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