EWA
SE

EP Wealth Advisors’s Spectra Energy Corp Wi SE Stock Holding History

EP Wealth Advisors’s Portfolio SE Stock Details SE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-27,715
Closed -$926K – 170
2016
Q4 		$926K Sell
27,715
-132,431
-83% -$4.42M 0.14% 59
2016
Q3 		$6.85M Sell
160,146
-1,294
-0.8% -$55.3K 1.07% 30
2016
Q2 		$5.91M Buy
+161,440
New +$5.91M 0.94% 36