IP
EEP

Intellectus Partners’s Enbridge Energy Partners EEP Stock Holding History

Intellectus 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
-1,757
Closed -$19K – 609
2018
Q3 		$19K Buy
1,757
+52
+3% +$584 0.01% 442
2018
Q2 		$19K Buy
1,705
+60
+4% +$600 0.01% 435
2018
Q1 		$16K Buy
1,645
+41
+3% +$539 0.01% 445
2017
Q4 		$22K Buy
1,604
+39
+2% +$567 0.01% 423
2017
Q3 		$25K Buy
1,565
+36
+2% +$555 0.01% 515
2017
Q2 		$24K Buy
+1,529
New +$26.5K 0.01% 493

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