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 $424B AUM 22.96% 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 16.83% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
KB
Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CIBC Private Wealth Group's SE Position: Q1 2017 in Review

CIBC Private Wealth Group sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 23,420 shares — an estimated $963K sold.

CIBC Private Wealth Group first reported a position in SE in Q1 2014 and held it in 12 quarters. The position peaked at $3.4M in Q1 2014. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • CIBC Private Wealth Group reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • CIBC Private Wealth Group sold 23,420 Spectra Energy Corp Wi shares in Q1 2017, an estimated $963K.
  • CIBC Private Wealth Group first reported a position in Spectra Energy Corp Wi in Q1 2014 and held it in 12 quarters.
  • CIBC Private Wealth Group's Spectra Energy Corp Wi position peaked at $3.4M in Q1 2014.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on CIBC Private Wealth Group's 13F filing for Q1 2017, filed 10 May 2017.