AIM
SE

Advantage Investment Management’s Spectra Energy Corp Wi SE Stock Holding History

Advantage Investment Management’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,226
Closed -$50K – 1075
2016
Q4 		$50K Buy
1,226
+201
+20% +$8.33K 0.02% 330
2016
Q3 		$44K Buy
1,025
+243
+31% +$9.25K 0.02% 349
2016
Q2 		$29K Hold
782
– – 0.01% 428
2016
Q1 		$24K Hold
782
– – 0.01% 435
2015
Q4 		$19K Sell
782
-348
-31% -$9.25K 0.01% 482
2015
Q3 		$30K Hold
1,130
– – 0.02% 384
2015
Q2 		$37K Buy
1,130
+780
+223% +$27.8K 0.02% 387
2015
Q1 		$13K Hold
350
– – 0.01% 547
2014
Q4 		$13K Buy
+350
New +$13.2K 0.01% 493

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JC
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BFG
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LAM
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FNB
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KB
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return