IA
EEP

IFP Advisors’s Enbridge Energy Partners EEP Stock Holding History

IFP 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
-11,450
Closed -$126K – 4068
2018
Q3 		$126K Sell
11,450
-1,587
-12% -$17.8K 0.01% 1343
2018
Q2 		$142K Buy
13,037
+973
+8% +$9.72K 0.01% 1282
2018
Q1 		$167K Hold
12,064
– – 0.01% 1073
2017
Q4 		$167K Sell
12,064
-11,629
-49% -$169K 0.01% 1080
2017
Q3 		$379K Sell
23,693
-1,120
-5% -$17.3K 0.02% 807
2017
Q2 		$397K Sell
24,813
-97
-0.4% -$1.68K 0.02% 777
2017
Q1 		$473K Buy
24,910
+2,426
+11% +$49.1K 0.02% 706
2016
Q4 		$573K Buy
22,484
+531
+2% +$12.9K 0.03% 568
2016
Q3 		$558K Sell
21,953
-647
-3% -$15.5K 0.03% 521
2016
Q2 		$524K Buy
+22,600
New +$479K 0.03% 530
2016
Q1 		– Sell
-22,957
Closed -$530K – 3884
2015
Q4 		$530K Buy
+22,957
New +$575K 0.04% 484

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

IFP Advisors's EEP Position: Q4 2018 in Review

IFP Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 11,450 shares — an estimated $126K sold.

IFP Advisors first reported a position in EEP in Q4 2015 and held it in 11 quarters. The position peaked at $573K in Q4 2016. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • IFP Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 11,450 Enbridge Energy Partners shares in Q4 2018, an estimated $126K.
  • IFP Advisors first reported a position in Enbridge Energy Partners in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's Enbridge Energy Partners position peaked at $573K in Q4 2016.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.