CFGS
EEP

Concourse Financial Group Securities’s Enbridge Energy Partners EEP Stock Holding History

Concourse Financial Group Securities’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
-100
Closed -$1K – 2289
2018
Q3 		$1K Buy
+100
New +$1.12K ﹤0.01% 1635

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

Concourse Financial Group Securities's EEP Position: Q4 2018 in Review

Concourse Financial Group Securities sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 100 shares — an estimated $1K sold.

Concourse Financial Group Securities first reported a position in EEP in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Concourse Financial Group Securities reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Concourse Financial Group Securities sold 100 Enbridge Energy Partners shares in Q4 2018, an estimated $1K.
  • Concourse Financial Group Securities first reported a position in Enbridge Energy Partners in Q3 2018 and held it in 1 quarter.
  • Concourse Financial Group Securities's Enbridge Energy Partners position peaked at $1K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Concourse Financial Group Securities's 13F filing for Q4 2018, filed 14 Feb 2019.