FIM
SE

Freedom Investment Management’s Spectra Energy Corp Wi SE Stock Holding History

Freedom Investment Management’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
-18,352
Closed -$754K – 1137
2016
Q4 		$754K Sell
18,352
-3,366
-15% -$139K 0.05% 346
2016
Q3 		$928K Buy
21,718
+10,429
+92% +$397K 0.06% 259
2016
Q2 		$413K Buy
11,289
+1,679
+17% +$53.5K 0.03% 483
2016
Q1 		$294K Buy
+9,610
New +$271K 0.02% 560
2015
Q3 		– Sell
-6,375
Closed -$208K – 757
2015
Q2 		$208K Sell
6,375
-498
-7% -$17.7K 0.02% 628
2015
Q1 		$249K Buy
6,873
+194
+3% +$6.79K 0.03% 538
2014
Q4 		$242K Buy
6,679
+429
+7% +$16.1K 0.03% 495
2014
Q3 		$245K Buy
6,250
+472
+8% +$19.4K 0.04% 401
2014
Q2 		$245K Buy
+5,778
New +$231K 0.04% 399
2013
Q3 		– Sell
-6,432
Closed -$222K – 415
2013
Q2 		$222K Buy
+6,432
New +$202K 0.08% 251

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 $3.38B AUM 30.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Freedom Investment Management's SE Position: Q1 2017 in Review

Freedom Investment Management sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 18,352 shares — an estimated $754K sold.

Freedom Investment Management first reported a position in SE in Q2 2013 and held it in 10 quarters. The position peaked at $928K in Q3 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Freedom Investment Management reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Freedom Investment Management sold 18,352 Spectra Energy Corp Wi shares in Q1 2017, an estimated $754K.
  • Freedom Investment Management first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 10 quarters.
  • Freedom Investment Management's Spectra Energy Corp Wi position peaked at $928K in Q3 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Freedom Investment Management's 13F filing for Q1 2017, filed 2 May 2017.