Capital Advisory Group Advisory Services’s Enbridge Energy Partners EEP Stock Holding History

Capital Advisory Group Advisory Services’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	-429	Closed	-$5K	–	434
2018 Q3	$5K	Hold	429	–	–	﹤0.01%	295
2018 Q2	$5K	Hold	429	–	–	﹤0.01%	279
2018 Q1	$4K	Buy	+429	New	+$5.64K	﹤0.01%	291

Other funds holding EEP

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

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Capital Advisory Group Advisory Services's EEP Position: Q4 2018 in Review

Capital Advisory Group Advisory Services sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 429 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in EEP in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Capital Advisory Group Advisory Services reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 429 Enbridge Energy Partners shares in Q4 2018, an estimated $5K.
Capital Advisory Group Advisory Services first reported a position in Enbridge Energy Partners in Q1 2018 and held it in 3 quarters.
Capital Advisory Group Advisory Services's Enbridge Energy Partners position peaked at $5K in Q3 2018.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2018, filed 28 May 2020.