MWAC
EEP
Mariner Wealth Advisors (Cincinnati)’s Enbridge Energy Partners EEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-22,462
| Closed | -$572K | – | 257 |
|
|
2016
Q4 | $572K | Sell |
22,462
-500
| -2% | -$12.7K | 0.04% | 149 |
|
|
2016
Q3 | $584K | Hold |
22,962
| – | – | 0.05% | 147 |
|
|
2016
Q2 | $533K | Buy |
22,962
+6,837
| +42% | +$159K | 0.05% | 159 |
|
|
2016
Q1 | $295K | Sell |
16,125
-7,837
| -33% | -$143K | 0.03% | 190 |
|
|
2015
Q4 | $553K | Buy |
+23,962
| New | +$553K | 0.05% | 140 |
|