CFD
SEP

Creative Financial Designs’s Spectra Engy Parters Lp SEP Stock Holding History

Creative Financial Designs’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
Q1 		– Sell
-550
Closed -$22K – 789
2017
Q4 		$22K Hold
550
– – 0.01% 304
2017
Q3 		$24K Hold
550
– – 0.01% 307
2017
Q2 		$24K Hold
550
– – 0.02% 303
2017
Q1 		$24K Hold
550
– – 0.02% 302
2016
Q4 		$25K Buy
+550
New +$23.9K 0.02% 292

Other funds holding SEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Financial Designs's SEP Position: Q1 2018 in Review

Creative Financial Designs sold out of Spectra Engy Parters Lp (SEP) in Q1 2018, closing a stake of 550 shares — an estimated $22K sold.

Creative Financial Designs first reported a position in SEP in Q4 2016 and held it in 5 quarters. The position peaked at $25K in Q4 2016. 253 funds tracked by Wall St. Rank hold SEP as of Q1 2018.

  • Creative Financial Designs reported no remaining Spectra Engy Parters Lp position as of Q1 2018 after selling out during the quarter.
  • Creative Financial Designs sold 550 Spectra Engy Parters Lp shares in Q1 2018, an estimated $22K.
  • Creative Financial Designs first reported a position in Spectra Engy Parters Lp in Q4 2016 and held it in 5 quarters.
  • Creative Financial Designs's Spectra Engy Parters Lp position peaked at $25K in Q4 2016.
  • 253 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q1 2018.

Based on Creative Financial Designs's 13F filing for Q1 2018, filed 2 May 2018.