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Boys Arnold & Co’s Spectra Energy Corp Wi SE Stock Holding History

Boys Arnold & Co’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
-6,201
Closed -$255K – 283
2016
Q4 		$255K Buy
6,201
+717
+13% +$29.7K 0.04% 253
2016
Q3 		$234K Buy
+5,484
New +$209K 0.04% 255
2014
Q4 		– Sell
-8,450
Closed -$332K – 219
2014
Q3 		$332K Buy
+8,450
New +$348K 0.07% 173

Other funds holding SE

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 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
KB
Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return
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

Boys Arnold & Co's SE Position: Q1 2017 in Review

Boys Arnold & Co sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 6,201 shares — an estimated $255K sold.

Boys Arnold & Co first reported a position in SE in Q3 2014 and held it in 3 quarters. The position peaked at $332K in Q3 2014. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Boys Arnold & Co reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Boys Arnold & Co sold 6,201 Spectra Energy Corp Wi shares in Q1 2017, an estimated $255K.
  • Boys Arnold & Co first reported a position in Spectra Energy Corp Wi in Q3 2014 and held it in 3 quarters.
  • Boys Arnold & Co's Spectra Energy Corp Wi position peaked at $332K in Q3 2014.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Boys Arnold & Co's 13F filing for Q1 2017, filed 20 Apr 2017.