Parisi Gray Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

Parisi Gray Wealth Management’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	-169	Closed	-$2K	–	623
2018 Q3	$2K	Hold	169	–	–	﹤0.01%	558
2018 Q2	$2K	Hold	169	–	–	﹤0.01%	582
2018 Q1	$2K	Sell	169 -93	-35%	-$1.22K	﹤0.01%	578
2017 Q4	$4K	Buy	+262	New	+$3.81K	﹤0.01%	582

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

Parisi Gray Wealth Management's EEP Position: Q4 2018 in Review

Parisi Gray Wealth Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 169 shares — an estimated $2K sold.

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

Parisi Gray Wealth Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Parisi Gray Wealth Management sold 169 Enbridge Energy Partners shares in Q4 2018, an estimated $2K.
Parisi Gray Wealth Management first reported a position in Enbridge Energy Partners in Q4 2017 and held it in 4 quarters.
Parisi Gray Wealth Management's Enbridge Energy Partners position peaked at $4K in Q4 2017.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.