Mutual Advisors’s Enbridge Energy Partners EEP Stock Holding History

Mutual 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	-33,946	Closed	-$373K	–	504
2018 Q3	$373K	Sell	33,946 -1,803	-5%	-$20.3K	0.06%	322
2018 Q2	$391K	Sell	35,749 -3,842	-10%	-$38.4K	0.09%	278
2018 Q1	$382K	Buy	39,591 +548	+1%	+$7.2K	0.1%	272
2017 Q4	$539K	Buy	+39,043	New	+$568K	0.2%	143

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

Mutual Advisors's EEP Position: Q4 2018 in Review

Mutual Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 33,946 shares — an estimated $373K sold.

Mutual Advisors first reported a position in EEP in Q4 2017 and held it in 4 quarters. The position peaked at $539K in Q4 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Mutual Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Mutual Advisors sold 33,946 Enbridge Energy Partners shares in Q4 2018, an estimated $373K.
Mutual Advisors first reported a position in Enbridge Energy Partners in Q4 2017 and held it in 4 quarters.
Mutual Advisors's Enbridge Energy Partners position peaked at $539K in Q4 2017.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Mutual Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.