BTIS
SE

BB&T Investment Services’s Spectra Energy Corp Wi SE Stock Holding History

BB&T Investment 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
2017
Q1 		– Sell
-2,660
Closed -$110K – 1148
2016
Q4 		$110K Buy
+2,660
New +$110K 0.08% 198

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 $374B AUM 17.66% 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 16.82% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
KB
Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

BB&T Investment Services's SE Position: Q1 2017 in Review

BB&T Investment Services sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 2,660 shares — an estimated $110K sold.

BB&T Investment Services first reported a position in SE in Q4 2016 and held it in 1 quarter. The position peaked at $110K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • BB&T Investment Services reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • BB&T Investment Services sold 2,660 Spectra Energy Corp Wi shares in Q1 2017, an estimated $110K.
  • BB&T Investment Services first reported a position in Spectra Energy Corp Wi in Q4 2016 and held it in 1 quarter.
  • BB&T Investment Services's Spectra Energy Corp Wi position peaked at $110K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on BB&T Investment Services's 13F filing for Q1 2017, filed 17 Aug 2017.