CDH
SE

Charles D. Hyman’s Spectra Energy Corp Wi SE Stock Holding History

Charles D. Hyman’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
-159,288
Closed -$6.54M – 152
2016
Q4 		$6.54M Sell
159,288
-1,800
-1% -$74.6K 0.92% 44
2016
Q3 		$6.89M Buy
161,088
+25
+0% +$952 1.02% 41
2016
Q2 		$5.9M Buy
161,063
+35
+0% +$1.12K 0.88% 42
2016
Q1 		$4.93M Sell
161,028
-4,760
-3% -$134K 0.78% 45
2015
Q4 		$3.97M Sell
165,788
-4,000
-2% -$106K 0.66% 49
2015
Q3 		$4.46M Sell
169,788
-7,895
-4% -$230K 0.78% 44
2015
Q2 		$5.79M Sell
177,683
-300
-0.2% -$10.7K 0.93% 40
2015
Q1 		$6.44M Sell
177,983
-931
-0.5% -$32.6K 1.03% 40
2014
Q4 		$6.5M Sell
178,914
-300
-0.2% -$11.3K 1.05% 40
2014
Q3 		$7.04M Sell
179,214
-662
-0.4% -$27.3K 1.18% 36
2014
Q2 		$7.64M Sell
179,876
-284
-0.2% -$11.4K 1.29% 32
2014
Q1 		$6.66M Sell
180,160
-3,225
-2% -$117K 1.2% 34
2013
Q4 		$6.53M Sell
183,385
-2,430
-1% -$83.6K 1.2% 33
2013
Q3 		$6.36M Sell
185,815
-4,583
-2% -$158K 1.26% 32
2013
Q2 		$6.56M Buy
+190,398
New +$5.99M 1.35% 28

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 $374B AUM 17.66% 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 $1B AUM 15.98% 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 $3.11B AUM 20.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return