Patriot Financial Group Insurance Agency’s Enbridge Energy Partners EEP Stock Holding History

Patriot Financial Group Insurance Agency’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	-500	Closed	-$5K	–	1170
2018 Q3	$5K	Buy	+500	New	+$5.62K	﹤0.01%	758
2017 Q2	–	Sell	-317	Closed	-$6K	–	951
2017 Q1	$6K	Buy	317 +10	+3%	+$202	0.01%	604
2016 Q4	$8K	Buy	+307	New	+$7.48K	0.01%	510

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

Patriot Financial Group Insurance Agency's EEP Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 500 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in EEP in Q4 2016 and held it in 3 quarters. The position peaked at $8K in Q4 2016. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Patriot Financial Group Insurance Agency reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 500 Enbridge Energy Partners shares in Q4 2018, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Enbridge Energy Partners in Q4 2016 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Enbridge Energy Partners position peaked at $8K in Q4 2016.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.