AIM
SEP

Advantage Investment Management’s Spectra Engy Parters Lp SEP Stock Holding History

Advantage Investment Management’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$2K – 1124
2018
Q3 		$2K Hold
50
– – ﹤0.01% 962
2018
Q2 		$2K Hold
50
– – ﹤0.01% 894
2018
Q1 		$2K Buy
+50
New +$2K ﹤0.01% 938

Other funds holding SEP

CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Advantage Investment Management's SEP Position: Q4 2018 in Review

Advantage Investment Management sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 50 shares — an estimated $2K sold.

Advantage Investment Management first reported a position in SEP in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Advantage Investment Management reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Advantage Investment Management sold 50 Spectra Engy Parters Lp shares in Q4 2018, an estimated $2K.
  • Advantage Investment Management first reported a position in Spectra Engy Parters Lp in Q1 2018 and held it in 3 quarters.
  • Advantage Investment Management's Spectra Engy Parters Lp position peaked at $2K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.