LFS
EEP

Legacy Financial Strategies’s Enbridge Energy Partners EEP Stock Holding History

Legacy Financial Strategies’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
-19,001
Closed -$204K – 59
2018
Q3 		$204K Buy
19,001
+2,000
+12% +$22.5K 0.21% 55
2018
Q2 		$186K Buy
17,001
+633
+4% +$6.33K 0.17% 90
2018
Q1 		$158K Buy
+16,368
New +$215K 0.15% 90

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 $953M AUM 24.79% 1-Year Est. Return

Legacy Financial Strategies's EEP Position: Q4 2018 in Review

Legacy Financial Strategies sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 19,001 shares — an estimated $204K sold.

Legacy Financial Strategies first reported a position in EEP in Q1 2018 and held it in 3 quarters. The position peaked at $204K in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Legacy Financial Strategies reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 19,001 Enbridge Energy Partners shares in Q4 2018, an estimated $204K.
  • Legacy Financial Strategies first reported a position in Enbridge Energy Partners in Q1 2018 and held it in 3 quarters.
  • Legacy Financial Strategies's Enbridge Energy Partners position peaked at $204K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Legacy Financial Strategies's 13F filing for Q4 2018, filed 15 Feb 2019.