Legacy Advisors’s Enbridge Energy Partners EEP Stock Holding History

Legacy 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	-5,000	Closed	-$55K	–	448
2018 Q3	$55K	Sell	5,000 -5,500	-52%	-$61.8K	0.03%	221
2018 Q2	$115K	Sell	10,500 -6,500	-38%	-$65K	0.09%	130
2018 Q1	$174K	Buy	17,000 +5,500	+48%	+$72.3K	0.13%	83
2017 Q4	$158K	Buy	11,500 +7,500	+188%	+$109K	0.15%	64
2017 Q3	$63K	Buy	4,000 +500	+14%	+$7.7K	0.07%	97
2017 Q2	$56K	Buy	3,500 +1,500	+75%	+$26K	0.07%	98
2017 Q1	$38K	Buy	+2,000	New	+$40.5K	0.05%	104

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

Legacy Advisors's EEP Position: Q4 2018 in Review

Legacy Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 5,000 shares — an estimated $55K sold.

Legacy Advisors first reported a position in EEP in Q1 2017 and held it in 7 quarters. The position peaked at $174K in Q1 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Legacy Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Legacy Advisors sold 5,000 Enbridge Energy Partners shares in Q4 2018, an estimated $55K.
Legacy Advisors first reported a position in Enbridge Energy Partners in Q1 2017 and held it in 7 quarters.
Legacy Advisors's Enbridge Energy Partners position peaked at $174K in Q1 2018.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Legacy Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.