Brian C. Broderick
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Brian C. Broderick’s Spectra Energy Corp Wi SE Stock Holding History

Brian C. Broderick’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
-32,555
Closed -$1.34M – 96
2016
Q4 		$1.34M Sell
32,555
-3,200
-9% -$133K 0.58% 48
2016
Q3 		$1.53M Sell
35,755
-725
-2% -$27.6K 0.65% 45
2016
Q2 		$1.34M Buy
36,480
+18,435
+102% +$588K 0.56% 49
2016
Q1 		$552K Buy
+18,045
New +$509K 0.24% 67

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
Jacobs & Co
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Lebenthal Asset Management
Lebenthal Asset Management New York $807M AUM 16.83% 1-Year Est. Return
Farmers National Bank
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
Kimelman & Baird
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
JFS Wealth Advisors
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Brian C. Broderick's SE Position: Q1 2017 in Review

Brian C. Broderick sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 32,555 shares — an estimated $1.34M sold.

Brian C. Broderick first reported a position in SE in Q1 2016 and held it in 4 quarters. The position peaked at $1.53M in Q3 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Brian C. Broderick reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Brian C. Broderick sold 32,555 Spectra Energy Corp Wi shares in Q1 2017, an estimated $1.34M.
  • Brian C. Broderick first reported a position in Spectra Energy Corp Wi in Q1 2016 and held it in 4 quarters.
  • Brian C. Broderick's Spectra Energy Corp Wi position peaked at $1.53M in Q3 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Brian C. Broderick's 13F filing for Q1 2017, filed 16 May 2017.