CA
EEP

Claro Advisors’s Enbridge Energy Partners EEP Stock Holding History

Claro 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
2019
Q1 		– Sell
-149
Closed -$2K – 1104
2018
Q4 		$2K Buy
+149
New +$1.62K ﹤0.01% 973

Other funds holding EEP

SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Claro Advisors's EEP Position: Q1 2019 in Review

Claro Advisors sold out of Enbridge Energy Partners (EEP) in Q1 2019, closing a stake of 149 shares — an estimated $2K sold.

Claro Advisors first reported a position in EEP in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 1 fund tracked by Wall St. Rank holds EEP as of Q1 2019.

  • Claro Advisors reported no remaining Enbridge Energy Partners position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 149 Enbridge Energy Partners shares in Q1 2019, an estimated $2K.
  • Claro Advisors first reported a position in Enbridge Energy Partners in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Enbridge Energy Partners position peaked at $2K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held Enbridge Energy Partners as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.