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 – 589
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 $113B AUM 34.64% 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 $953M AUM 24.79% 1-Year Est. Return

Intellectus Partners's EEP Position: Q4 2018 in Review

Intellectus Partners sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 1,757 shares — an estimated $19K sold.

Intellectus Partners first reported a position in EEP in Q2 2017 and held it in 6 quarters. The position peaked at $25K in Q3 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Intellectus Partners reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Intellectus Partners sold 1,757 Enbridge Energy Partners shares in Q4 2018, an estimated $19K.
  • Intellectus Partners first reported a position in Enbridge Energy Partners in Q2 2017 and held it in 6 quarters.
  • Intellectus Partners's Enbridge Energy Partners position peaked at $25K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.