Dynamic Advisor Solutions’s Enbridge Energy Partners EEP Stock Holding History

Dynamic Advisor Solutions’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	-13,793	Closed	-$152K	–	456
2018 Q3	$152K	Buy	+13,793	New	+$155K	0.03%	391
2016 Q4	–	Sell	-19,700	Closed	-$501K	–	250
2016 Q3	$501K	Hold	19,700	–	–	0.19%	140
2016 Q2	$457K	Hold	19,700	–	–	0.19%	133
2016 Q1	$361K	Sell	19,700 -20,600	-51%	-$364K	0.15%	147
2015 Q4	$930K	Buy	40,300 +20,800	+107%	+$521K	0.38%	73
2015 Q3	$482K	Buy	+19,500	New	+$560K	0.24%	101

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

Dynamic Advisor Solutions's EEP Position: Q4 2018 in Review

Dynamic Advisor Solutions sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 13,793 shares — an estimated $152K sold.

Dynamic Advisor Solutions first reported a position in EEP in Q3 2015 and held it in 6 quarters. The position peaked at $930K in Q4 2015. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Dynamic Advisor Solutions reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Dynamic Advisor Solutions sold 13,793 Enbridge Energy Partners shares in Q4 2018, an estimated $152K.
Dynamic Advisor Solutions first reported a position in Enbridge Energy Partners in Q3 2015 and held it in 6 quarters.
Dynamic Advisor Solutions's Enbridge Energy Partners position peaked at $930K in Q4 2015.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2018, filed 29 Jan 2019.