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Bell Rock Capital’s Spectra Energy Corp Wi SE Stock Holding History

Bell Rock Capital’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
-1,238
Closed -$51K – 377
2016
Q4 		$51K Buy
+1,238
New +$51.3K 0.05% 183

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JC
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BFG
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LAM
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FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
KB
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Bell Rock Capital's SE Position: Q1 2017 in Review

Bell Rock Capital sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 1,238 shares — an estimated $51K sold.

Bell Rock Capital first reported a position in SE in Q4 2016 and held it in 1 quarter. The position peaked at $51K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Bell Rock Capital reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Bell Rock Capital sold 1,238 Spectra Energy Corp Wi shares in Q1 2017, an estimated $51K.
  • Bell Rock Capital first reported a position in Spectra Energy Corp Wi in Q4 2016 and held it in 1 quarter.
  • Bell Rock Capital's Spectra Energy Corp Wi position peaked at $51K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Bell Rock Capital's 13F filing for Q1 2017, filed 5 Dec 2018.