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 Oaks, Pennsylvania $113B AUM 34.64% 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 $953M AUM 24.79% 1-Year Est. Return

Wealthstreet Investment Advisors's EEP Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 12,650 shares — an estimated $139K sold.

Wealthstreet Investment Advisors first reported a position in EEP in Q4 2017 and held it in 4 quarters. The position peaked at $235K in Q4 2017. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Wealthstreet Investment Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Wealthstreet Investment Advisors sold 12,650 Enbridge Energy Partners shares in Q4 2018, an estimated $139K.
Wealthstreet Investment Advisors first reported a position in Enbridge Energy Partners in Q4 2017 and held it in 4 quarters.
Wealthstreet Investment Advisors's Enbridge Energy Partners position peaked at $235K in Q4 2017.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.