Cambridge Investment Research Advisors
SE

Cambridge Investment Research Advisors’s Spectra Energy Corp Wi SE Stock Holding History

Cambridge Investment Research 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
-131,430
Closed -$5.4M – 1844
2016
Q4 		$5.4M Buy
131,430
+4,237
+3% +$176K 0.1% 190
2016
Q3 		$5.44M Sell
127,193
-4,988
-4% -$190K 0.1% 184
2016
Q2 		$4.84M Buy
132,181
+24,226
+22% +$772K 0.1% 180
2016
Q1 		$3.3M Buy
107,955
+10,426
+11% +$294K 0.07% 253
2015
Q4 		$2.33M Buy
97,529
+16,000
+20% +$425K 0.06% 313
2015
Q3 		$2.14M Buy
81,529
+14,669
+22% +$427K 0.06% 294
2015
Q2 		$2.18M Buy
66,860
+4,469
+7% +$159K 0.06% 295
2015
Q1 		$2.26M Buy
62,391
+3,413
+6% +$119K 0.06% 286
2014
Q4 		$2.14M Buy
58,978
+8,731
+17% +$329K 0.07% 280
2014
Q3 		$1.97M Buy
50,247
+10,477
+26% +$431K 0.06% 322
2014
Q2 		$1.69M Buy
39,770
+8,241
+26% +$330K 0.06% 312
2014
Q1 		$1.17M Buy
31,529
+3,421
+12% +$124K 0.04% 388
2013
Q4 		$1M Buy
28,108
+2,242
+9% +$77.2K 0.04% 399
2013
Q3 		$885K Sell
25,866
-3,169
-11% -$109K 0.04% 406
2013
Q2 		$1M Buy
+29,035
New +$914K 0.05% 323

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JC
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
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 $3.38B AUM 30.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cambridge Investment Research Advisors's SE Position: Q1 2017 in Review

Cambridge Investment Research Advisors sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 131,430 shares — an estimated $5.4M sold.

Cambridge Investment Research Advisors first reported a position in SE in Q2 2013 and held it in 15 quarters. The position peaked at $5.44M in Q3 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Cambridge Investment Research Advisors reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 131,430 Spectra Energy Corp Wi shares in Q1 2017, an estimated $5.4M.
  • Cambridge Investment Research Advisors first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's Spectra Energy Corp Wi position peaked at $5.44M in Q3 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2017, filed 12 May 2017.