AWM
SEP

AE Wealth Management’s Spectra Engy Parters Lp SEP Stock Holding History

AE Wealth 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
-10,603
Closed -$379K – 637
2018
Q3 		$379K Buy
+10,603
New +$393K 0.02% 392

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

AE Wealth Management's SEP Position: Q4 2018 in Review

AE Wealth Management sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 10,603 shares — an estimated $379K sold.

AE Wealth Management first reported a position in SEP in Q3 2018 and held it in 1 quarter. The position peaked at $379K in Q3 2018. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • AE Wealth Management reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • AE Wealth Management sold 10,603 Spectra Engy Parters Lp shares in Q4 2018, an estimated $379K.
  • AE Wealth Management first reported a position in Spectra Engy Parters Lp in Q3 2018 and held it in 1 quarter.
  • AE Wealth Management's Spectra Engy Parters Lp position peaked at $379K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on AE Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.