United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,983
| Closed | -$209K | – | 1335 |
|
|
2017
Q1 | $209K | Sell |
10,983
-16,549
| -60% | -$315K | ﹤0.01% | 1172 |
|
|
2016
Q4 | $702K | Sell |
27,532
-1,769
| -6% | -$45.1K | 0.01% | 845 |
|
|
2016
Q3 | $745K | Buy |
29,301
+15,448
| +112% | +$393K | 0.01% | 854 |
|
|
2016
Q2 | $319K | Sell |
13,853
-1,354
| -9% | -$31.2K | ﹤0.01% | 1019 |
|
|
2016
Q1 | $279K | Sell |
15,207
-110
| -0.7% | -$2.02K | ﹤0.01% | 1020 |
|
|
2015
Q4 | $353K | Sell |
15,317
-32,342
| -68% | -$745K | ﹤0.01% | 975 |
|
|
2015
Q3 | $1.18M | Buy |
47,659
+22,521
| +90% | +$557K | 0.01% | 648 |
|
|
2015
Q2 | $838K | Sell |
25,138
-10,327
| -29% | -$344K | 0.01% | 761 |
|
|
2015
Q1 | $1.32M | Buy |
35,465
+19,203
| +118% | +$713K | 0.02% | 668 |
|
|
2014
Q4 | $649K | Buy |
16,262
+5,536
| +52% | +$221K | 0.01% | 744 |
|
|
2014
Q3 | $417K | Buy |
+10,726
| New | +$417K | 0.01% | 843 |
|