DLA
SE

Douglas Lane & Associates’s Spectra Energy Corp Wi SE Stock Holding History

Douglas Lane & Associates’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
2016
Q4 		– Sell
-5,765
Closed -$246K – 216
2016
Q3 		$246K Sell
5,765
-2,607
-31% -$99.3K 0.01% 194
2016
Q2 		$307K Buy
+8,372
New +$267K 0.01% 193

Other funds holding SE

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Douglas Lane & Associates's SE Position: Q4 2016 in Review

Douglas Lane & Associates sold out of Spectra Energy Corp Wi (SE) in Q4 2016, closing a stake of 5,765 shares — an estimated $246K sold.

Douglas Lane & Associates first reported a position in SE in Q2 2016 and held it in 2 quarters. The position peaked at $307K in Q2 2016. 875 funds tracked by Wall St. Rank hold SE as of Q4 2016.

  • Douglas Lane & Associates reported no remaining Spectra Energy Corp Wi position as of Q4 2016 after selling out during the quarter.
  • Douglas Lane & Associates sold 5,765 Spectra Energy Corp Wi shares in Q4 2016, an estimated $246K.
  • Douglas Lane & Associates first reported a position in Spectra Energy Corp Wi in Q2 2016 and held it in 2 quarters.
  • Douglas Lane & Associates's Spectra Energy Corp Wi position peaked at $307K in Q2 2016.
  • 875 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q4 2016.

Based on Douglas Lane & Associates's 13F filing for Q4 2016, filed 17 Jan 2017.