Bruderman Asset Management’s Spectra Energy Corp Wi SE Stock Holding History

Bruderman Asset Management’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	-1,174	Closed	-$48K	–	363
2016 Q4	$48K	Buy	1,174 +441	+60%	+$18.3K	0.01%	203
2016 Q3	$31K	Buy	733 +2	+0.3%	+$76	0.01%	254
2016 Q2	$27K	Buy	731 +3	+0.4%	+$96	0.01%	245
2016 Q1	$22K	Buy	728 +2	+0.3%	+$56	0.01%	264
2015 Q4	$17K	Buy	726 +3	+0.4%	+$80	0.01%	297
2015 Q3	$19K	Sell	723 -97	-12%	-$2.82K	0.01%	286
2015 Q2	$27K	Buy	820 +66	+9%	+$2.35K	0.01%	276
2015 Q1	$27K	Buy	+754	New	+$26.4K	0.01%	272

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Envestnet Asset Management

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Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return