Altavista Wealth Management’s Spectra Energy Corp Wi SE Stock Holding History

Altavista Wealth 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	-6,597	Closed	-$271K	–	134
2016 Q4	$271K	Buy	6,597 +6	+0.1%	+$249	0.15%	111
2016 Q3	$282K	Buy	6,591 +5	+0.1%	+$190	0.15%	106
2016 Q2	$241K	Buy	+6,586	New	+$210K	0.13%	116
2015 Q2	–	Sell	-6,009	Closed	-$217K	–	115
2015 Q1	$217K	Hold	6,009	–	–	0.13%	102
2014 Q4	$221K	Hold	6,009	–	–	0.14%	107
2014 Q3	$236K	Hold	6,009	–	–	0.15%	103
2014 Q2	$255K	Sell	6,009 -163	-3%	-$6.53K	0.16%	101
2014 Q1	$228K	Buy	6,172 +200	+3%	+$7.26K	0.14%	111
2013 Q4	$213K	Buy	+5,972	New	+$206K	0.13%	112
2013 Q3	–	Sell	-6,360	Closed	-$219K	–	119
2013 Q2	$219K	Buy	+6,360	New	+$200K	0.15%	108

Other funds holding SE

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

LAM

Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Altavista Wealth Management's SE Position: Q1 2017 in Review

Altavista Wealth Management sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 6,597 shares — an estimated $271K sold.

Altavista Wealth Management first reported a position in SE in Q2 2013 and held it in 10 quarters. The position peaked at $282K in Q3 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

Altavista Wealth Management reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
Altavista Wealth Management sold 6,597 Spectra Energy Corp Wi shares in Q1 2017, an estimated $271K.
Altavista Wealth Management first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 10 quarters.
Altavista Wealth Management's Spectra Energy Corp Wi position peaked at $282K in Q3 2016.
10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Altavista Wealth Management's 13F filing for Q1 2017, filed 16 May 2017.