Guidant Wealth Advisors’s Enbridge Energy Partners EEP Stock Holding History

Guidant Wealth 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	-1,200	Closed	-$13K	–	302
2018 Q3	$13K	Hold	1,200	–	–	0.01%	143
2018 Q2	$12K	Hold	1,200	–	–	0.01%	142
2018 Q1	$11K	Hold	1,200	–	–	0.01%	144
2017 Q4	$17K	Hold	1,200	–	–	0.01%	127
2017 Q3	$19K	Hold	1,200	–	–	0.01%	122
2017 Q2	$19K	Hold	1,200	–	–	0.01%	160
2017 Q1	$22K	Hold	1,200	–	–	0.01%	134
2016 Q4	$31K	Buy	+1,200	New	+$29.2K	0.02%	111

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

Guidant Wealth Advisors's EEP Position: Q4 2018 in Review

Guidant Wealth Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 1,200 shares — an estimated $13K sold.

Guidant Wealth Advisors first reported a position in EEP in Q4 2016 and held it in 8 quarters. The position peaked at $31K in Q4 2016. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Guidant Wealth Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Guidant Wealth Advisors sold 1,200 Enbridge Energy Partners shares in Q4 2018, an estimated $13K.
Guidant Wealth Advisors first reported a position in Enbridge Energy Partners in Q4 2016 and held it in 8 quarters.
Guidant Wealth Advisors's Enbridge Energy Partners position peaked at $31K in Q4 2016.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Guidant Wealth Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.