Pin Oak Investment Advisors’s Enbridge Energy Partners EEP Stock Holding History

Pin Oak 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	-440	Closed	-$5K	–	464
2018 Q3	$5K	Hold	440	–	–	﹤0.01%	364
2018 Q2	$5K	Hold	440	–	–	﹤0.01%	370
2018 Q1	$4K	Sell	440 -560	-56%	-$7.36K	﹤0.01%	393
2017 Q4	$14K	Buy	+1,000	New	+$14.5K	0.01%	314

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

Pin Oak Investment Advisors's EEP Position: Q4 2018 in Review

Pin Oak Investment Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 440 shares — an estimated $5K sold.

Pin Oak Investment Advisors first reported a position in EEP in Q4 2017 and held it in 4 quarters. The position peaked at $14K in Q4 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Pin Oak Investment Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Pin Oak Investment Advisors sold 440 Enbridge Energy Partners shares in Q4 2018, an estimated $5K.
Pin Oak Investment Advisors first reported a position in Enbridge Energy Partners in Q4 2017 and held it in 4 quarters.
Pin Oak Investment Advisors's Enbridge Energy Partners position peaked at $14K in Q4 2017.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2018, filed 26 Feb 2019.