OIA
EEP

OneDigital Investment Advisors’s Enbridge Energy Partners EEP Stock Holding History

OneDigital Investment 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
-20,477
Closed -$225K – 1339
2018
Q3 		$225K Sell
20,477
-555
-3% -$6.24K 0.05% 161
2018
Q2 		$230K Buy
21,032
+5,200
+33% +$52K 0.05% 191
2018
Q1 		$153K Buy
15,832
+5,000
+46% +$65.7K 0.03% 266
2017
Q4 		$149K Buy
10,832
+10,000
+1,202% +$145K 0.02% 264
2017
Q3 		$13K Sell
832
-7,000
-89% -$108K ﹤0.01% 778
2017
Q2 		$125K Buy
+7,832
New +$136K 0.04% 269

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

OneDigital Investment Advisors's EEP Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 20,477 shares — an estimated $225K sold.

OneDigital Investment Advisors first reported a position in EEP in Q2 2017 and held it in 6 quarters. The position peaked at $230K in Q2 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 20,477 Enbridge Energy Partners shares in Q4 2018, an estimated $225K.
  • OneDigital Investment Advisors first reported a position in Enbridge Energy Partners in Q2 2017 and held it in 6 quarters.
  • OneDigital Investment Advisors's Enbridge Energy Partners position peaked at $230K in Q2 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.