CFO4Life Group’s Spectra Engy Parters Lp SEP Stock Holding History

CFO4Life Group’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 Q4	–	Sell	-13,907	Closed	-$497K	–	145
2018 Q3	$497K	Buy	13,907 +4,647	+50%	+$172K	0.22%	74
2018 Q2	$328K	Buy	9,260 +786	+9%	+$25.6K	0.14%	94
2018 Q1	$285K	Buy	8,474 +82	+1%	+$3.27K	0.24%	72
2017 Q4	$332K	Buy	8,392 +78	+0.9%	+$3.28K	0.26%	66
2017 Q3	$369K	Sell	8,314 -172	-2%	-$7.64K	0.3%	63
2017 Q2	$364K	Buy	8,486 +765	+10%	+$33.3K	0.34%	59
2017 Q1	$337K	Buy	+7,721	New	+$345K	0.31%	60

Other funds holding SEP

CVSCT

C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

CFO4Life Group's SEP Position: Q4 2018 in Review

CFO4Life Group sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 13,907 shares — an estimated $497K sold.

CFO4Life Group first reported a position in SEP in Q1 2017 and held it in 7 quarters. The position peaked at $497K in Q3 2018. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

CFO4Life Group reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
CFO4Life Group sold 13,907 Spectra Engy Parters Lp shares in Q4 2018, an estimated $497K.
CFO4Life Group first reported a position in Spectra Engy Parters Lp in Q1 2017 and held it in 7 quarters.
CFO4Life Group's Spectra Engy Parters Lp position peaked at $497K in Q3 2018.
3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on CFO4Life Group's 13F filing for Q4 2018, filed 1 Feb 2019.