FPFS
SE

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

First Personal Financial Services’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
-2,839
Closed -$117K – 968
2016
Q4 		$117K Buy
2,839
+890
+46% +$36.9K 0.03% 256
2016
Q3 		$83K Hold
1,949
– – 0.02% 221
2016
Q2 		$71K Buy
1,949
+1,675
+611% +$53.4K 0.02% 229
2016
Q1 		$8K Buy
274
+130
+90% +$3.67K ﹤0.01% 276
2015
Q4 		$3K Buy
144
+74
+106% +$1.97K ﹤0.01% 355
2015
Q3 		$2K Buy
+70
New +$2.04K ﹤0.01% 409

Other funds holding SE

DC
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
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
LAM
Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
KB
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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

First Personal Financial Services's SE Position: Q1 2017 in Review

First Personal Financial Services sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 2,839 shares — an estimated $117K sold.

First Personal Financial Services first reported a position in SE in Q3 2015 and held it in 6 quarters. The position peaked at $117K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • First Personal Financial Services reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 2,839 Spectra Energy Corp Wi shares in Q1 2017, an estimated $117K.
  • First Personal Financial Services first reported a position in Spectra Energy Corp Wi in Q3 2015 and held it in 6 quarters.
  • First Personal Financial Services's Spectra Energy Corp Wi position peaked at $117K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on First Personal Financial Services's 13F filing for Q1 2017, filed 5 May 2017.