GP
EEP

Girard Partners’s Enbridge Energy Partners EEP Stock Holding History

Girard Partners’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
-1,197
Closed -$13K – 948
2018
Q3 		$13K Buy
+1,197
New +$13.5K ﹤0.01% 689

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

Girard Partners's EEP Position: Q4 2018 in Review

Girard Partners sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 1,197 shares — an estimated $13K sold.

Girard Partners first reported a position in EEP in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Girard Partners reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 1,197 Enbridge Energy Partners shares in Q4 2018, an estimated $13K.
  • Girard Partners first reported a position in Enbridge Energy Partners in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Enbridge Energy Partners position peaked at $13K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.