CPA
SEP

Clear Perspective Advisors’s Spectra Engy Parters Lp SEP Stock Holding History

Clear Perspective 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
Q2 		– Sell
-200
Closed -$7K – 520
2018
Q1 		$7K Sell
200
-400
-67% -$16K 0.01% 387
2017
Q4 		$24K Sell
600
-1,725
-74% -$72.6K 0.02% 281
2017
Q3 		$103K Sell
2,325
-1,150
-33% -$51.1K 0.08% 179
2017
Q2 		$149K Sell
3,475
-700
-17% -$30.4K 0.13% 141
2017
Q1 		$182K Sell
4,175
-100
-2% -$4.47K 0.12% 125
2016
Q4 		$196K Buy
+4,275
New +$186K 0.13% 126

Other funds holding SEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Clear Perspective Advisors's SEP Position: Q2 2018 in Review

Clear Perspective Advisors sold out of Spectra Engy Parters Lp (SEP) in Q2 2018, closing a stake of 200 shares — an estimated $7K sold.

Clear Perspective Advisors first reported a position in SEP in Q4 2016 and held it in 6 quarters. The position peaked at $196K in Q4 2016. 233 funds tracked by Wall St. Rank hold SEP as of Q2 2018.

  • Clear Perspective Advisors reported no remaining Spectra Engy Parters Lp position as of Q2 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 200 Spectra Engy Parters Lp shares in Q2 2018, an estimated $7K.
  • Clear Perspective Advisors first reported a position in Spectra Engy Parters Lp in Q4 2016 and held it in 6 quarters.
  • Clear Perspective Advisors's Spectra Engy Parters Lp position peaked at $196K in Q4 2016.
  • 233 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.