Wilbanks Smith & Thomas Asset Management’s Enbridge Energy Partners EEP Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-722	Closed	-$8K	–	1553
2018 Q3	$8K	Buy	+722	New	+$8.11K	﹤0.01%	1113

Other funds holding EEP

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

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's EEP Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 722 shares — an estimated $8K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in EEP in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 722 Enbridge Energy Partners shares in Q4 2018, an estimated $8K.
Wilbanks Smith & Thomas Asset Management first reported a position in Enbridge Energy Partners in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's Enbridge Energy Partners position peaked at $8K in Q3 2018.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.