Smart Portfolios LLC’s Enbridge Energy Partners EEP Stock Holding History

Smart Portfolios LLC’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	-624	Closed	-$7K	–	226
2018 Q3	$7K	Hold	624	–	–	﹤0.01%	118
2018 Q2	$7K	Hold	624	–	–	﹤0.01%	116
2018 Q1	$6K	Buy	+624	New	+$8.2K	﹤0.01%	108

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

Smart Portfolios LLC's EEP Position: Q4 2018 in Review

Smart Portfolios LLC sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 624 shares — an estimated $7K sold.

Smart Portfolios LLC first reported a position in EEP in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Smart Portfolios LLC reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Smart Portfolios LLC sold 624 Enbridge Energy Partners shares in Q4 2018, an estimated $7K.
Smart Portfolios LLC first reported a position in Enbridge Energy Partners in Q1 2018 and held it in 3 quarters.
Smart Portfolios LLC's Enbridge Energy Partners position peaked at $7K in Q3 2018.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Smart Portfolios LLC's 13F filing for Q4 2018, filed 11 Feb 2019.