WAP
EEP

Wealthcare Advisory Partners’s Enbridge Energy Partners EEP Stock Holding History

Wealthcare Advisory Partners’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
-69
Closed -$1K – 1320
2018
Q3 		$1K Buy
69
+2
+3% +$22 ﹤0.01% 1217
2018
Q2 		$1K Sell
67
-31
-32% -$310 ﹤0.01% 1216
2018
Q1 		$1K Buy
98
+3
+3% +$39 ﹤0.01% 1059
2017
Q4 		$1K Buy
95
+2
+2% +$29 ﹤0.01% 1061
2017
Q3 		$1K Buy
+93
New +$1.43K ﹤0.01% 870

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 $830M AUM 21.8% 1-Year Est. Return

Wealthcare Advisory Partners's EEP Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 69 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in EEP in Q3 2017 and held it in 5 quarters. The position peaked at $1K in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Wealthcare Advisory Partners reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 69 Enbridge Energy Partners shares in Q4 2018, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Enbridge Energy Partners in Q3 2017 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Enbridge Energy Partners position peaked at $1K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.