First Command Bank’s Spectra Energy Corp Wi SE Stock Holding History

First Command Bank’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	-1,350	Closed	-$56K	–	403
2016 Q4	$56K	Buy	+1,350	New	+$55.9K	0.04%	182

Other funds holding SE

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Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Lebenthal Asset Management New York $807M AUM 16.83% 1-Year Est. Return

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

First Command Bank's SE Position: Q1 2017 in Review

First Command Bank sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 1,350 shares — an estimated $56K sold.

First Command Bank first reported a position in SE in Q4 2016 and held it in 1 quarter. The position peaked at $56K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

First Command Bank reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
First Command Bank sold 1,350 Spectra Energy Corp Wi shares in Q1 2017, an estimated $56K.
First Command Bank first reported a position in Spectra Energy Corp Wi in Q4 2016 and held it in 1 quarter.
First Command Bank's Spectra Energy Corp Wi position peaked at $56K in Q4 2016.
10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on First Command Bank's 13F filing for Q1 2017, filed 13 Apr 2017.