AAP
SE

Arax Advisory Partners’s Spectra Energy Corp Wi SE Stock Holding History

Arax Advisory Partners’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
-290
Closed -$12K – 557
2016
Q4 		$12K Buy
+290
New +$12K 0.01% 310

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JC
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 16.83% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
KB
Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
KF
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

Arax Advisory Partners's SE Position: Q1 2017 in Review

Arax Advisory Partners sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 290 shares — an estimated $12K sold.

Arax Advisory Partners first reported a position in SE in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Arax Advisory Partners reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Arax Advisory Partners sold 290 Spectra Energy Corp Wi shares in Q1 2017, an estimated $12K.
  • Arax Advisory Partners first reported a position in Spectra Energy Corp Wi in Q4 2016 and held it in 1 quarter.
  • Arax Advisory Partners's Spectra Energy Corp Wi position peaked at $12K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Arax Advisory Partners's 13F filing for Q1 2017, filed 12 May 2017.