IAA
EEP

Independent Advisor Alliance’s Enbridge Energy Partners EEP Stock Holding History

Independent Advisor Alliance’s Portfolio EEP Stock Details EEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16,595
Closed -$187K – 468
2018
Q3 		$187K Sell
16,595
-400
-2% -$4.51K 0.03% 337
2018
Q2 		$186K Sell
16,995
-4,469
-21% -$48.9K 0.04% 318
2018
Q1 		$205K Buy
21,464
+1,268
+6% +$12.1K 0.05% 309
2017
Q4 		$300K Buy
+20,196
New +$300K 0.07% 241