Camarda Financial Advisors’s Spectra Engy Parters Lp SEP Stock Holding History

Camarda Financial 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
2018 Q3	–	Sell	-3,487	Closed	-$124K	–	256
2018 Q2	$124K	Sell	3,487 -228	-6%	-$7.43K	0.13%	87
2018 Q1	$125K	Buy	3,715 +204	+6%	+$8.15K	0.13%	88
2017 Q4	$139K	Buy	3,511 +316	+10%	+$13.3K	0.17%	89
2017 Q3	$142K	Buy	3,195 +166	+5%	+$7.37K	0.15%	92
2017 Q2	$130K	Buy	3,029 +18	+0.6%	+$783	0.14%	89
2017 Q1	$131K	Sell	3,011 -6,744	-69%	-$301K	0.13%	89
2016 Q4	$447K	Buy	9,755 +1,237	+15%	+$53.8K	0.3%	79
2016 Q3	$372K	Buy	8,518 +913	+12%	+$42.1K	0.23%	87
2016 Q2	$359K	Buy	+7,605	New	+$357K	0.23%	77

Other funds holding SEP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Camarda Financial Advisors's SEP Position: Q3 2018 in Review

Camarda Financial Advisors sold out of Spectra Engy Parters Lp (SEP) in Q3 2018, closing a stake of 3,487 shares — an estimated $124K sold.

Camarda Financial Advisors first reported a position in SEP in Q2 2016 and held it in 9 quarters. The position peaked at $447K in Q4 2016. 225 funds tracked by Wall St. Rank hold SEP as of Q3 2018.

Camarda Financial Advisors reported no remaining Spectra Engy Parters Lp position as of Q3 2018 after selling out during the quarter.
Camarda Financial Advisors sold 3,487 Spectra Engy Parters Lp shares in Q3 2018, an estimated $124K.
Camarda Financial Advisors first reported a position in Spectra Engy Parters Lp in Q2 2016 and held it in 9 quarters.
Camarda Financial Advisors's Spectra Engy Parters Lp position peaked at $447K in Q4 2016.
225 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q3 2018.

Based on Camarda Financial Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.