Sheaff Brock Investment Advisors’s Enbridge Energy Partners EEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,793
| Closed | -$229K | – | 539 |
|
|
2018
Q3 | $229K | Buy |
20,793
+5,200
| +33% | +$57.3K | 0.02% | 403 |
|
|
2018
Q2 | $170K | Hold |
15,593
| – | – | 0.02% | 466 |
|
|
2018
Q1 | $150K | Sell |
15,593
-450
| -3% | -$4.33K | 0.02% | 472 |
|
|
2017
Q4 | $222K | Buy |
16,043
+19
| +0.1% | +$263 | 0.03% | 434 |
|
|
2017
Q3 | $256K | Sell |
16,024
-86
| -0.5% | -$1.37K | 0.03% | 402 |
|
|
2017
Q2 | $258K | Sell |
16,110
-1,089
| -6% | -$17.4K | 0.03% | 429 |
|
|
2017
Q1 | $327K | Sell |
17,199
-5,783
| -25% | -$110K | 0.04% | 375 |
|
|
2016
Q4 | $586K | Sell |
22,982
-1,887
| -8% | -$48.1K | 0.07% | 261 |
|
|
2016
Q3 | $632K | Buy |
24,869
+8,012
| +48% | +$204K | 0.08% | 234 |
|
|
2016
Q2 | $391K | Sell |
16,857
-1,001
| -6% | -$23.2K | 0.05% | 321 |
|
|
2016
Q1 | $327K | Buy |
17,858
+596
| +3% | +$10.9K | 0.04% | 365 |
|
|
2015
Q4 | $398K | Buy |
+17,262
| New | +$398K | 0.05% | 353 |
|