Atwood & Palmer’s Spectra Energy Corp Wi SE Stock Holding History

Atwood & Palmer’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	-225	Closed	-$9K	–	350
2016 Q4	$9K	Hold	225	–	–	﹤0.01%	275
2016 Q3	$10K	Hold	225	–	–	﹤0.01%	263
2016 Q2	$8K	Hold	225	–	–	﹤0.01%	266
2016 Q1	$7K	Sell	225 -102	-31%	-$2.88K	﹤0.01%	273
2015 Q4	$8K	Hold	327	–	–	﹤0.01%	336
2015 Q3	$9K	Hold	327	–	–	﹤0.01%	346
2015 Q2	$11K	Hold	327	–	–	﹤0.01%	288
2015 Q1	$12K	Hold	327	–	–	﹤0.01%	262
2014 Q4	$12K	Sell	327 -50	-13%	-$1.88K	﹤0.01%	285
2014 Q3	$15K	Buy	377 +102	+37%	+$4.2K	﹤0.01%	276
2014 Q2	$12K	Buy	+275	New	+$11K	﹤0.01%	262

Other funds holding SE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 16.83% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

Atwood & Palmer's SE Position: Q1 2017 in Review

Atwood & Palmer sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 225 shares — an estimated $9K sold.

Atwood & Palmer first reported a position in SE in Q2 2014 and held it in 11 quarters. The position peaked at $15K in Q3 2014. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

Atwood & Palmer reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
Atwood & Palmer sold 225 Spectra Energy Corp Wi shares in Q1 2017, an estimated $9K.
Atwood & Palmer first reported a position in Spectra Energy Corp Wi in Q2 2014 and held it in 11 quarters.
Atwood & Palmer's Spectra Energy Corp Wi position peaked at $15K in Q3 2014.
10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.