BWA
SEP

Burt Wealth Advisors’s Spectra Engy Parters Lp SEP Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-100
Closed -$5K – 597
2016
Q1 		$5K Buy
+100
New +$4.54K ﹤0.01% 391

Other funds holding SEP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Center Coast Capital Advisors
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Burt Wealth Advisors's SEP Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Spectra Engy Parters Lp (SEP) in Q2 2016, closing a stake of 100 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in SEP in Q1 2016 and held it in 1 quarter. The position peaked at $5K in Q1 2016. 250 funds tracked by Wall St. Rank hold SEP as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Spectra Engy Parters Lp position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 100 Spectra Engy Parters Lp shares in Q2 2016, an estimated $5K.
  • Burt Wealth Advisors first reported a position in Spectra Engy Parters Lp in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Spectra Engy Parters Lp position peaked at $5K in Q1 2016.
  • 250 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.