BSW
SEP

Buckingham Strategic Wealth’s Spectra Engy Parters Lp SEP Stock Holding History

Buckingham Strategic Wealth’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,000
Closed -$250K – 396
2018
Q3 		$250K Buy
+7,000
New +$259K 0.04% 304

Other funds holding SEP

CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Buckingham Strategic Wealth's SEP Position: Q4 2018 in Review

Buckingham Strategic Wealth sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 7,000 shares — an estimated $250K sold.

Buckingham Strategic Wealth first reported a position in SEP in Q3 2018 and held it in 1 quarter. The position peaked at $250K in Q3 2018. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Buckingham Strategic Wealth reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 7,000 Spectra Engy Parters Lp shares in Q4 2018, an estimated $250K.
  • Buckingham Strategic Wealth first reported a position in Spectra Engy Parters Lp in Q3 2018 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Spectra Engy Parters Lp position peaked at $250K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2018, filed 11 Feb 2019.