GRP
EEP

Global Retirement Partners’s Enbridge Energy Partners EEP Stock Holding History

Global Retirement 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
-134
Closed -$1K – 1613
2018
Q3 		$1K Hold
134
– – ﹤0.01% 1520
2018
Q2 		$1K Hold
134
– – ﹤0.01% 1512
2018
Q1 		$1K Hold
134
– – ﹤0.01% 1468
2017
Q4 		$2K Hold
134
– – ﹤0.01% 1361
2017
Q3 		$2K Hold
134
– – ﹤0.01% 1153
2017
Q2 		$2K Hold
134
– – ﹤0.01% 1086
2017
Q1 		$2K Hold
134
– – ﹤0.01% 1046
2016
Q4 		$2K Buy
+134
New +$3.27K ﹤0.01% 991

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

Global Retirement Partners's EEP Position: Q4 2018 in Review

Global Retirement Partners sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 134 shares — an estimated $1K sold.

Global Retirement Partners first reported a position in EEP in Q4 2016 and held it in 8 quarters. The position peaked at $2K in Q4 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Global Retirement Partners reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Global Retirement Partners sold 134 Enbridge Energy Partners shares in Q4 2018, an estimated $1K.
  • Global Retirement Partners first reported a position in Enbridge Energy Partners in Q4 2016 and held it in 8 quarters.
  • Global Retirement Partners's Enbridge Energy Partners position peaked at $2K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Global Retirement Partners's 13F filing for Q4 2018, filed 22 Feb 2019.