Financial Management Professionals’s Spectra Energy Corp Wi SE Stock Holding History

Financial Management Professionals’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
2017 Q1	–	Sell	-88	Closed	-$3K	–	333
2016 Q4	$3K	Sell	88 -284	-76%	-$11.8K	﹤0.01%	236
2016 Q3	$15K	Hold	372	–	–	0.01%	151
2016 Q2	$13K	Hold	372	–	–	0.01%	184
2016 Q1	$11K	Buy	372 +284	+323%	+$8.01K	0.01%	144
2015 Q4	$2K	Hold	88	–	–	﹤0.01%	222
2015 Q3	$2K	Hold	88	–	–	﹤0.01%	246
2015 Q2	$2K	Hold	88	–	–	﹤0.01%	245
2015 Q1	$3K	Hold	88	–	–	﹤0.01%	245
2014 Q4	$3K	Hold	88	–	–	﹤0.01%	262
2014 Q3	$3K	Hold	88	–	–	﹤0.01%	221
2014 Q2	$3K	Hold	88	–	–	﹤0.01%	223
2014 Q1	$3K	Hold	88	–	–	﹤0.01%	222
2013 Q4	$3K	Hold	88	–	–	﹤0.01%	234
2013 Q3	$3K	Hold	88	–	–	﹤0.01%	231
2013 Q2	$3K	Buy	+88	New	+$2.77K	﹤0.01%	226

Other funds holding SE

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return

Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return