Clarus Wealth Advisors’s Spectra Engy Parters Lp SEP Stock Holding History

Clarus Wealth Advisors’s Portfolio SEP Stock Details SEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-688	Closed	-$25K	–	733
2018 Q3	$25K	Buy	688 +26	+4%	+$963	0.02%	401
2018 Q2	$22K	Buy	+662	New	+$21.6K	0.02%	417

Other funds holding SEP

CVSCT

C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Clarus Wealth Advisors's SEP Position: Q4 2018 in Review

Clarus Wealth Advisors sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 688 shares — an estimated $25K sold.

Clarus Wealth Advisors first reported a position in SEP in Q2 2018 and held it in 2 quarters. The position peaked at $25K in Q3 2018. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

Clarus Wealth Advisors reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
Clarus Wealth Advisors sold 688 Spectra Engy Parters Lp shares in Q4 2018, an estimated $25K.
Clarus Wealth Advisors first reported a position in Spectra Engy Parters Lp in Q2 2018 and held it in 2 quarters.
Clarus Wealth Advisors's Spectra Engy Parters Lp position peaked at $25K in Q3 2018.
3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Clarus Wealth Advisors's 13F filing for Q4 2018, filed 7 Jan 2019.