SeaCrest Wealth Management’s Enbridge Energy Partners EEP Stock Holding History

SeaCrest 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	-1,700	Closed	-$19K	–	2398
2018 Q3	$19K	Hold	1,700	–	–	﹤0.01%	1403
2018 Q2	$19K	Hold	1,700	–	–	﹤0.01%	1393
2018 Q1	$16K	Hold	1,700	–	–	﹤0.01%	1427
2017 Q4	$23K	Buy	+1,700	New	+$24.7K	﹤0.01%	1300

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

SeaCrest Wealth Management's EEP Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 1,700 shares — an estimated $19K sold.

SeaCrest Wealth Management first reported a position in EEP in Q4 2017 and held it in 4 quarters. The position peaked at $23K in Q4 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

SeaCrest Wealth Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
SeaCrest Wealth Management sold 1,700 Enbridge Energy Partners shares in Q4 2018, an estimated $19K.
SeaCrest Wealth Management first reported a position in Enbridge Energy Partners in Q4 2017 and held it in 4 quarters.
SeaCrest Wealth Management's Enbridge Energy Partners position peaked at $23K in Q4 2017.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

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