CIBC Private Wealth Group
SE

CIBC Private Wealth Group’s Spectra Energy Corp Wi SE Stock Holding History

CIBC Private Wealth Group’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
-23,420
Closed -$963K – 616
2016
Q4 		$963K Sell
23,420
-4,114
-15% -$170K 0.01% 455
2016
Q3 		$1.18M Sell
27,534
-3,686
-12% -$140K 0.01% 433
2016
Q2 		$1.14M Buy
31,220
+1,838
+6% +$58.6K 0.01% 436
2016
Q1 		$899K Sell
29,382
-2,959
-9% -$83.5K 0.01% 451
2015
Q4 		$773K Sell
32,341
-17,230
-35% -$458K 0.01% 467
2015
Q3 		$1.3M Sell
49,571
-18,170
-27% -$529K 0.01% 404
2015
Q2 		$2.21M Sell
67,741
-5,148
-7% -$183K 0.02% 362
2015
Q1 		$2.64M Sell
72,889
-4,278
-6% -$150K 0.02% 350
2014
Q4 		$2.8M Buy
77,167
+13,027
+20% +$490K 0.02% 337
2014
Q3 		$2.52M Sell
64,140
-4,975
-7% -$205K 0.02% 346
2014
Q2 		$2.94M Sell
69,115
-21,056
-23% -$843K 0.02% 330
2014
Q1 		$3.4M Buy
+90,171
New +$3.27M 0.03% 317

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