IGGA
EEP

Iron Gate Global Advisors’s Enbridge Energy Partners EEP Stock Holding History

Iron Gate Global 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
-380
Closed -$4K – 245
2018
Q3 		$4K Hold
380
– – ﹤0.01% 195
2018
Q2 		$4K Buy
+380
New +$3.8K ﹤0.01% 183

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

Iron Gate Global Advisors's EEP Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 380 shares — an estimated $4K sold.

Iron Gate Global Advisors first reported a position in EEP in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Iron Gate Global Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Iron Gate Global Advisors sold 380 Enbridge Energy Partners shares in Q4 2018, an estimated $4K.
  • Iron Gate Global Advisors first reported a position in Enbridge Energy Partners in Q2 2018 and held it in 2 quarters.
  • Iron Gate Global Advisors's Enbridge Energy Partners position peaked at $4K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.