YorkBridge Wealth Partners’s Enbridge Energy Partners EEP Stock Holding History

YorkBridge Wealth 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	-500	Closed	-$6K	–	793
2018 Q3	$6K	Hold	500	–	–	﹤0.01%	648
2018 Q2	$5K	Hold	500	–	–	﹤0.01%	694
2018 Q1	$5K	Hold	500	–	–	﹤0.01%	692
2017 Q4	$7K	Hold	500	–	–	﹤0.01%	678
2017 Q3	$8K	Hold	500	–	–	﹤0.01%	667
2017 Q2	$8K	Sell	500 -253	-34%	-$4.39K	﹤0.01%	666
2017 Q1	$14K	Sell	753 -122	-14%	-$2.47K	0.01%	580
2016 Q4	$21K	Buy	+875	New	+$21.3K	0.01%	472

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

YorkBridge Wealth Partners's EEP Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 500 shares — an estimated $6K sold.

YorkBridge Wealth Partners first reported a position in EEP in Q4 2016 and held it in 8 quarters. The position peaked at $21K in Q4 2016. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

YorkBridge Wealth Partners reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 500 Enbridge Energy Partners shares in Q4 2018, an estimated $6K.
YorkBridge Wealth Partners first reported a position in Enbridge Energy Partners in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's Enbridge Energy Partners position peaked at $21K in Q4 2016.
3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

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