WAM
EEP

Wealthspire Advisors (Maryland)’s Enbridge Energy Partners EEP Stock Holding History

Wealthspire Advisors (Maryland)’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
-3,010
Closed -$33K – 2664
2018
Q3 		$33K Buy
3,010
+950
+46% +$10.7K ﹤0.01% 1117
2018
Q2 		$23K Sell
2,060
-1,610
-44% -$16.1K ﹤0.01% 1272
2018
Q1 		$35K Buy
3,670
+170
+5% +$2.23K ﹤0.01% 1120
2017
Q4 		$48K Buy
3,500
+290
+9% +$4.22K ﹤0.01% 1029
2017
Q3 		$51K Buy
3,210
+320
+11% +$4.93K 0.01% 981
2017
Q2 		$46K Buy
2,890
+800
+38% +$13.9K 0.01% 987
2017
Q1 		$40K Buy
2,090
+1,944
+1,332% +$39.4K 0.01% 864
2016
Q4 		$4K Sell
146
-70
-32% -$1.71K ﹤0.01% 1450
2016
Q3 		$5K Buy
216
+152
+238% +$3.65K ﹤0.01% 1410
2016
Q2 		$1K Hold
64
– – ﹤0.01% 1663
2016
Q1 		$1K Sell
64
-88
-58% -$1.55K ﹤0.01% 1709
2015
Q4 		$4K Buy
+152
New +$3.81K ﹤0.01% 1421

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

Wealthspire Advisors (Maryland)'s EEP Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 3,010 shares — an estimated $33K sold.

Wealthspire Advisors (Maryland) first reported a position in EEP in Q4 2015 and held it in 12 quarters. The position peaked at $51K in Q3 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,010 Enbridge Energy Partners shares in Q4 2018, an estimated $33K.
  • Wealthspire Advisors (Maryland) first reported a position in Enbridge Energy Partners in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Enbridge Energy Partners position peaked at $51K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.