First Horizon Advisors’s Enbridge Energy Partners EEP Stock Holding History

First Horizon 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
2018 Q4	–	Sell	-1,000	Closed	-$11K	–	1615
2018 Q3	$11K	Sell	1,000 -800	-44%	-$8.99K	﹤0.01%	1084
2018 Q2	$20K	Buy	1,800 +800	+80%	+$8K	﹤0.01%	907
2018 Q1	$10K	Hold	1,000	–	–	﹤0.01%	1021
2017 Q4	$14K	Buy	+1,000	New	+$14.5K	﹤0.01%	941
2016 Q3	–	Sell	-477	Closed	-$11K	–	1528
2016 Q2	$11K	Hold	477	–	–	﹤0.01%	943
2016 Q1	$9K	Sell	477 -661	-58%	-$11.7K	﹤0.01%	1030
2015 Q4	$26K	Sell	1,138 -471	-29%	-$11.8K	﹤0.01%	652
2015 Q3	$40K	Hold	1,609	–	–	0.01%	581
2015 Q2	$54K	Hold	1,609	–	–	0.01%	528
2015 Q1	$58K	Buy	1,609 +908	+130%	+$34.8K	0.01%	513
2014 Q4	$28K	Buy	701 +479	+216%	+$18K	﹤0.01%	734
2014 Q3	$9K	Buy	+222	New	+$7.99K	﹤0.01%	1113

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

First Horizon Advisors's EEP Position: Q4 2018 in Review

First Horizon Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 1,000 shares — an estimated $11K sold.

First Horizon Advisors first reported a position in EEP in Q3 2014 and held it in 12 quarters. The position peaked at $58K in Q1 2015. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

First Horizon Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
First Horizon Advisors sold 1,000 Enbridge Energy Partners shares in Q4 2018, an estimated $11K.
First Horizon Advisors first reported a position in Enbridge Energy Partners in Q3 2014 and held it in 12 quarters.
First Horizon Advisors's Enbridge Energy Partners position peaked at $58K in Q1 2015.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on First Horizon Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.