WIA
EEP

Wealthstreet Investment Advisors’s Enbridge Energy Partners EEP Stock Holding History

Wealthstreet Investment Advisors’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
-12,650
Closed -$139K – 357
2018
Q3 		$139K Sell
12,650
-500
-4% -$5.62K 0.02% 337
2018
Q2 		$144K Sell
13,150
-1,000
-7% -$9.99K 0.02% 339
2018
Q1 		$136K Sell
14,150
-2,900
-17% -$38.1K 0.02% 333
2017
Q4 		$235K Buy
+17,050
New +$248K 0.03% 309

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