First Financial Corp’s Spectra Energy Corp Wi SE Stock Holding History

First Financial Corp’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	-800	Closed	-$33K	–	434
2016 Q4	$33K	Sell	800 -450	-36%	-$18.6K	0.02%	262
2016 Q3	$53K	Sell	1,250 -2,800	-69%	-$107K	0.03%	218
2016 Q2	$149K	Sell	4,050 -390	-9%	-$12.4K	0.09%	143
2016 Q1	$136K	Hold	4,440	–	–	0.07%	174
2015 Q4	$106K	Hold	4,440	–	–	0.06%	196
2015 Q3	$117K	Buy	4,440 +2,800	+171%	+$81.5K	0.07%	179
2015 Q2	$53K	Hold	1,640	–	–	0.03%	258
2015 Q1	$59K	Hold	1,640	–	–	0.03%	246
2014 Q4	$60K	Hold	1,640	–	–	0.03%	245
2014 Q3	$64K	Hold	1,640	–	–	0.03%	245
2014 Q2	$70K	Hold	1,640	–	–	0.03%	236
2014 Q1	$61K	Hold	1,640	–	–	0.03%	246
2013 Q4	$58K	Buy	1,640 +1,250	+321%	+$43K	0.03%	244
2013 Q3	$13K	Hold	390	–	–	0.01%	376
2013 Q2	$13K	Buy	+390	New	+$12.3K	0.01%	367

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 $1.1B AUM 21.5% 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