AWS
SE

Aris Wealth Services’s Spectra Energy Corp Wi SE Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-950
Closed -$31K – 524
2015
Q2 		$31K Buy
+950
New +$33.8K 0.03% 274

Other funds holding SE

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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aris Wealth Services's SE Position: Q3 2015 in Review

Aris Wealth Services sold out of Spectra Energy Corp Wi (SE) in Q3 2015, closing a stake of 950 shares — an estimated $31K sold.

Aris Wealth Services first reported a position in SE in Q2 2015 and held it in 1 quarter. The position peaked at $31K in Q2 2015. 754 funds tracked by Wall St. Rank hold SE as of Q3 2015.

  • Aris Wealth Services reported no remaining Spectra Energy Corp Wi position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 950 Spectra Energy Corp Wi shares in Q3 2015, an estimated $31K.
  • Aris Wealth Services first reported a position in Spectra Energy Corp Wi in Q2 2015 and held it in 1 quarter.
  • Aris Wealth Services's Spectra Energy Corp Wi position peaked at $31K in Q2 2015.
  • 754 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.