APP
SEP

Avantax Planning Partners’s Spectra Engy Parters Lp SEP Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-395
Closed -$13K – 1807
2018
Q1 		$13K Buy
+395
New +$15.8K ﹤0.01% 955

Other funds holding SEP

AA
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BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Avantax Planning Partners's SEP Position: Q2 2018 in Review

Avantax Planning Partners sold out of Spectra Engy Parters Lp (SEP) in Q2 2018, closing a stake of 395 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in SEP in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 233 funds tracked by Wall St. Rank hold SEP as of Q2 2018.

  • Avantax Planning Partners reported no remaining Spectra Engy Parters Lp position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 395 Spectra Engy Parters Lp shares in Q2 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in Spectra Engy Parters Lp in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Spectra Engy Parters Lp position peaked at $13K in Q1 2018.
  • 233 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.