AF
SEP

Advisornet Financial’s Spectra Engy Parters Lp SEP Stock Holding History

Advisornet Financial’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
-396
Closed -$14K – 1636
2018
Q3 		$14K Buy
396
+8
+2% +$296 ﹤0.01% 1055
2018
Q2 		$14K Buy
388
+9
+2% +$293 ﹤0.01% 1061
2018
Q1 		$13K Sell
379
-193
-34% -$7.71K ﹤0.01% 1039
2017
Q4 		$23K Buy
+572
New +$24.1K ﹤0.01% 836

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

Advisornet Financial's SEP Position: Q4 2018 in Review

Advisornet Financial sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 396 shares — an estimated $14K sold.

Advisornet Financial first reported a position in SEP in Q4 2017 and held it in 4 quarters. The position peaked at $23K in Q4 2017. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Advisornet Financial reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Advisornet Financial sold 396 Spectra Engy Parters Lp shares in Q4 2018, an estimated $14K.
  • Advisornet Financial first reported a position in Spectra Engy Parters Lp in Q4 2017 and held it in 4 quarters.
  • Advisornet Financial's Spectra Engy Parters Lp position peaked at $23K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Advisornet Financial's 13F filing for Q4 2018, filed 8 Feb 2019.