River Wealth Advisors’s Enbridge Energy Management Llc EEQ Stock Holding History

River Wealth Advisors’s Portfolio EEQ Stock Details EEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-23	Closed	–	–	606
2018 Q3	$0	Sell	23 -80	-78%	-$852	﹤0.01%	623
2018 Q2	$1K	Buy	+103	New	+$928	﹤0.01%	568

Other funds holding EEQ

HWM

Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

River Wealth Advisors's EEQ Position: Q4 2018 in Review

River Wealth Advisors sold out of Enbridge Energy Management Llc (EEQ) in Q4 2018, closing a stake of 23 shares.

River Wealth Advisors first reported a position in EEQ in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 1 fund tracked by Wall St. Rank holds EEQ as of Q4 2018.

River Wealth Advisors reported no remaining Enbridge Energy Management Llc position as of Q4 2018 after selling out during the quarter.
River Wealth Advisors sold 23 Enbridge Energy Management Llc shares in Q4 2018.
River Wealth Advisors first reported a position in Enbridge Energy Management Llc in Q2 2018 and held it in 2 quarters.
River Wealth Advisors's Enbridge Energy Management Llc position peaked at $1K in Q2 2018.
1 fund tracked by Wall St. Rank held Enbridge Energy Management Llc as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.