Sigma Planning Corp’s Enbridge Energy Partners EEP Stock Holding History

Sigma Planning Corp’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	-10,095	Closed	-$111K	–	1016
2018 Q3	$111K	Buy	+10,095	New	+$113K	0.01%	914
2015 Q1	–	Sell	-7,926	Closed	-$316K	–	800
2014 Q4	$316K	Buy	+7,926	New	+$297K	0.04%	485

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

Sigma Planning Corp's EEP Position: Q4 2018 in Review

Sigma Planning Corp sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 10,095 shares — an estimated $111K sold.

Sigma Planning Corp first reported a position in EEP in Q4 2014 and held it in 2 quarters. The position peaked at $316K in Q4 2014. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Sigma Planning Corp reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Sigma Planning Corp sold 10,095 Enbridge Energy Partners shares in Q4 2018, an estimated $111K.
Sigma Planning Corp first reported a position in Enbridge Energy Partners in Q4 2014 and held it in 2 quarters.
Sigma Planning Corp's Enbridge Energy Partners position peaked at $316K in Q4 2014.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Sigma Planning Corp's 13F filing for Q4 2018, filed 31 Jan 2019.