CCA
SE

Checchi Capital Advisers’s Spectra Energy Corp Wi SE Stock Holding History

Checchi Capital Advisers’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
-9,068
Closed -$373K – 420
2016
Q4 		$373K Buy
9,068
+291
+3% +$12.1K 0.11% 217
2016
Q3 		$375K Sell
8,777
-2,107
-19% -$80.2K 0.11% 213
2016
Q2 		$399K Sell
10,884
-423
-4% -$13.5K 0.1% 192
2016
Q1 		$346K Buy
11,307
+607
+6% +$17.1K 0.09% 212
2015
Q4 		$256K Buy
10,700
+904
+9% +$24K 0.08% 272
2015
Q3 		$257K Buy
9,796
+356
+4% +$10.4K 0.08% 250
2015
Q2 		$308K Buy
9,440
+518
+6% +$18.4K 0.1% 219
2015
Q1 		$323K Buy
8,922
+720
+9% +$25.2K 0.11% 209
2014
Q4 		$298K Buy
8,202
+1,056
+15% +$39.8K 0.11% 205
2014
Q3 		$281K Buy
7,146
+671
+10% +$27.6K 0.12% 188
2014
Q2 		$275K Buy
6,475
+946
+17% +$37.9K 0.13% 159
2014
Q1 		$204K Buy
+5,529
New +$201K 0.13% 172

Other funds holding SE

DC
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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 $3.1B AUM 20.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return