BFC
EEP

Bedel Financial Consulting’s Enbridge Energy Partners EEP Stock Holding History

Bedel Financial Consulting’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
-150
Closed -$1K – 737
2018
Q3 		$1K Hold
150
– – ﹤0.01% 670
2018
Q2 		$2K Hold
150
– – ﹤0.01% 641
2018
Q1 		$1K Buy
+150
New +$1.97K ﹤0.01% 669

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

Bedel Financial Consulting's EEP Position: Q4 2018 in Review

Bedel Financial Consulting sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 150 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in EEP in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Bedel Financial Consulting reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 150 Enbridge Energy Partners shares in Q4 2018, an estimated $1K.
  • Bedel Financial Consulting first reported a position in Enbridge Energy Partners in Q1 2018 and held it in 3 quarters.
  • Bedel Financial Consulting's Enbridge Energy Partners position peaked at $2K in Q2 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.