BCMO
SE

Buckingham Capital Management (Ohio)’s Spectra Energy Corp Wi SE Stock Holding History

Buckingham Capital Management (Ohio)’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
-57,949
Closed -$2.38M – 147
2016
Q4 		$2.38M Sell
57,949
-4,136
-7% -$171K 0.59% 43
2016
Q3 		$2.65M Sell
62,085
-3,104
-5% -$118K 0.68% 38
2016
Q2 		$2.39M Buy
65,189
+36
+0.1% +$1.15K 0.63% 42
2016
Q1 		$1.99M Sell
65,153
-1,693
-3% -$47.8K 0.54% 56
2015
Q4 		$1.6M Sell
66,846
-4,326
-6% -$115K 0.45% 62
2015
Q3 		$1.87M Sell
71,172
-1,770
-2% -$51.5K 0.55% 51
2015
Q2 		$2.38M Buy
72,942
+262
+0.4% +$9.33K 0.67% 41
2015
Q1 		$2.63M Buy
72,680
+8
+0% +$280 0.76% 36
2014
Q4 		$2.64M Sell
72,672
-912
-1% -$34.3K 0.79% 35
2014
Q3 		$2.89M Sell
73,584
-1,772
-2% -$73K 0.9% 30
2014
Q2 		$3.2M Buy
75,356
+2,549
+4% +$102K 1.01% 25
2014
Q1 		$2.69M Buy
72,807
+647
+0.9% +$23.5K 0.9% 26
2013
Q4 		$2.57M Sell
72,160
-270
-0.4% -$9.29K 0.9% 24
2013
Q3 		$2.48M Buy
72,430
+1,270
+2% +$43.9K 1.01% 22
2013
Q2 		$2.45M Buy
+71,160
New +$2.24M 1% 23

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DC
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JC
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BFG
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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