Kiley Juergens Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

Kiley Juergens Wealth Management’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	-1,000	Closed	–	–	768
2018 Q3	$0	Sell	1,000 -500	-33%	-$5.62K	﹤0.01%	792
2018 Q2	$16K	Buy	+1,500	New	+$15K	0.01%	368
2018 Q1	–	Sell	-3,000	Closed	-$41K	–	696
2017 Q4	$41K	Buy	+3,000	New	+$43.6K	0.04%	224

Other funds holding EEP

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

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Kiley Juergens Wealth Management's EEP Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 1,000 shares.

Kiley Juergens Wealth Management first reported a position in EEP in Q4 2017 and held it in 3 quarters. The position peaked at $41K in Q4 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,000 Enbridge Energy Partners shares in Q4 2018.
Kiley Juergens Wealth Management first reported a position in Enbridge Energy Partners in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Enbridge Energy Partners position peaked at $41K in Q4 2017.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.