B. Riley Wealth Advisors’s Spectra Energy Corp Wi SE Stock Holding History

B. Riley Wealth Advisors’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 Q1	–	Sell	-1,396	Closed	-$51K	–	2489
2014 Q4	$51K	Buy	+1,396	New	+$52.5K	﹤0.01%	2090
2014 Q3	–	Sell	-2,648	Closed	-$112K	–	2298
2014 Q2	$112K	Sell	2,648 -175	-6%	-$7.01K	0.03%	665
2014 Q1	$104K	Buy	+2,823	New	+$102K	0.03%	606

Other funds holding SE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

B. Riley Wealth Advisors's SE Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Spectra Energy Corp Wi (SE) in Q1 2015, closing a stake of 1,396 shares — an estimated $51K sold.

B. Riley Wealth Advisors first reported a position in SE in Q1 2014 and held it in 3 quarters. The position peaked at $112K in Q2 2014. 769 funds tracked by Wall St. Rank hold SE as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Spectra Energy Corp Wi position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,396 Spectra Energy Corp Wi shares in Q1 2015, an estimated $51K.
B. Riley Wealth Advisors first reported a position in Spectra Energy Corp Wi in Q1 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's Spectra Energy Corp Wi position peaked at $112K in Q2 2014.
769 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.