SBIA
EEP

Sheaff Brock Investment Advisors’s Enbridge Energy Partners EEP Stock Holding History

Sheaff Brock 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
-20,793
Closed -$229K – 555
2018
Q3 		$229K Buy
20,793
+5,200
+33% +$58.4K 0.02% 413
2018
Q2 		$170K Hold
15,593
– – 0.02% 486
2018
Q1 		$150K Sell
15,593
-450
-3% -$5.91K 0.02% 497
2017
Q4 		$222K Buy
16,043
+19
+0.1% +$276 0.03% 434
2017
Q3 		$256K Sell
16,024
-86
-0.5% -$1.32K 0.03% 402
2017
Q2 		$258K Sell
16,110
-1,089
-6% -$18.9K 0.03% 429
2017
Q1 		$327K Sell
17,199
-5,783
-25% -$117K 0.04% 375
2016
Q4 		$586K Sell
22,982
-1,887
-8% -$46K 0.07% 261
2016
Q3 		$632K Buy
24,869
+8,012
+48% +$193K 0.08% 234
2016
Q2 		$391K Sell
16,857
-1,001
-6% -$21.2K 0.05% 321
2016
Q1 		$327K Buy
17,858
+596
+3% +$10.5K 0.04% 365
2015
Q4 		$398K Buy
+17,262
New +$432K 0.05% 353

Other funds holding EEP

SEI Investments
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
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Sheaff Brock Investment Advisors's EEP Position: Q4 2018 in Review

Sheaff Brock Investment Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 20,793 shares — an estimated $229K sold.

Sheaff Brock Investment Advisors first reported a position in EEP in Q4 2015 and held it in 12 quarters. The position peaked at $632K in Q3 2016. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Sheaff Brock Investment Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 20,793 Enbridge Energy Partners shares in Q4 2018, an estimated $229K.
  • Sheaff Brock Investment Advisors first reported a position in Enbridge Energy Partners in Q4 2015 and held it in 12 quarters.
  • Sheaff Brock Investment Advisors's Enbridge Energy Partners position peaked at $632K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.