CWM
SEP

Cedar Wealth Management’s Spectra Engy Parters Lp SEP Stock Holding History

Cedar Wealth Management’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
2017
Q3 		– Sell
-5,230
Closed -$224K – 146
2017
Q2 		$224K Hold
5,230
– – 0.15% 45
2017
Q1 		$228K Hold
5,230
– – 0.14% 45
2016
Q4 		$240K Buy
+5,230
New +$227K 0.16% 42
2016
Q3 		– Sell
-5,230
Closed -$247K – 135
2016
Q2 		$247K Buy
+5,230
New +$245K 0.16% 32

Other funds holding SEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cedar Wealth Management's SEP Position: Q3 2017 in Review

Cedar Wealth Management sold out of Spectra Engy Parters Lp (SEP) in Q3 2017, closing a stake of 5,230 shares — an estimated $224K sold.

Cedar Wealth Management first reported a position in SEP in Q2 2016 and held it in 4 quarters. The position peaked at $247K in Q2 2016. 247 funds tracked by Wall St. Rank hold SEP as of Q3 2017.

  • Cedar Wealth Management reported no remaining Spectra Engy Parters Lp position as of Q3 2017 after selling out during the quarter.
  • Cedar Wealth Management sold 5,230 Spectra Engy Parters Lp shares in Q3 2017, an estimated $224K.
  • Cedar Wealth Management first reported a position in Spectra Engy Parters Lp in Q2 2016 and held it in 4 quarters.
  • Cedar Wealth Management's Spectra Engy Parters Lp position peaked at $247K in Q2 2016.
  • 247 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q3 2017.

Based on Cedar Wealth Management's 13F filing for Q3 2017, filed 24 Oct 2017.