Burt Wealth Advisors’s Spectra Energy Corp Wi SE Stock Holding History

Burt Wealth Advisors’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	-761	Closed	-$31K	–	413
2016 Q4	$31K	Hold	761	–	–	0.03%	202
2016 Q3	$32K	Hold	761	–	–	0.03%	186
2016 Q2	$27K	Sell	761 -80	-10%	-$2.55K	0.03%	195
2016 Q1	$26K	Buy	841 +150	+22%	+$4.23K	0.02%	222
2015 Q4	$16K	Hold	691	–	–	0.01%	234
2015 Q3	$18K	Hold	691	–	–	0.02%	193
2015 Q2	$23K	Hold	691	–	–	0.03%	191
2015 Q1	$25K	Hold	691	–	–	0.03%	174
2014 Q4	$25K	Buy	+691	New	+$26K	0.03%	178

Other funds holding SE

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 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 16.82% 1-Year Est. Return

FNB

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 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

JWA

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

Burt Wealth Advisors's SE Position: Q1 2017 in Review

Burt Wealth Advisors sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 761 shares — an estimated $31K sold.

Burt Wealth Advisors first reported a position in SE in Q4 2014 and held it in 9 quarters. The position peaked at $32K in Q3 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

Burt Wealth Advisors reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
Burt Wealth Advisors sold 761 Spectra Energy Corp Wi shares in Q1 2017, an estimated $31K.
Burt Wealth Advisors first reported a position in Spectra Energy Corp Wi in Q4 2014 and held it in 9 quarters.
Burt Wealth Advisors's Spectra Energy Corp Wi position peaked at $32K in Q3 2016.
10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Burt Wealth Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.