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Clarfeld Financial Advisors’s Sempra SRE Stock Holding History

Clarfeld Financial Advisors’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$6K Buy
+102
New +$5.82K 0.01% 306

Other funds holding SRE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Clarfeld Financial Advisors's SRE Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Sempra (SRE) in Q4 2018: 102 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings.

721 funds tracked by Wall St. Rank hold SRE as of Q4 2018.

  • Clarfeld Financial Advisors held 102 shares of Sempra worth $6K as of Q4 2018.
  • Sempra was a new Clarfeld Financial Advisors position in Q4 2018.
  • Sempra made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #306 holding.
  • 721 funds tracked by Wall St. Rank held Sempra as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.