BWL
EEP

Bogart Wealth LLC’s Enbridge Energy Partners EEP Stock Holding History

Bogart Wealth LLC’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
-473
Closed -$5K – 382
2018
Q3 		$5K Sell
473
-1,067
-69% -$12K ﹤0.01% 275
2018
Q2 		$16K Hold
1,540
– – 0.01% 216
2018
Q1 		$15K Hold
1,540
– – 0.01% 216
2017
Q4 		$21K Hold
1,540
– – 0.01% 195
2017
Q3 		$25K Buy
+1,540
New +$23.7K 0.02% 177

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

Bogart Wealth LLC's EEP Position: Q4 2018 in Review

Bogart Wealth LLC sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 473 shares — an estimated $5K sold.

Bogart Wealth LLC first reported a position in EEP in Q3 2017 and held it in 5 quarters. The position peaked at $25K in Q3 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Bogart Wealth LLC reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Bogart Wealth LLC sold 473 Enbridge Energy Partners shares in Q4 2018, an estimated $5K.
  • Bogart Wealth LLC first reported a position in Enbridge Energy Partners in Q3 2017 and held it in 5 quarters.
  • Bogart Wealth LLC's Enbridge Energy Partners position peaked at $25K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Bogart Wealth LLC's 13F filing for Q4 2018, filed 15 Jan 2019.