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Fusion Family Wealth’s Spectra Energy Corp Wi SE Stock Holding History

Fusion Family Wealth’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
-610
Closed -$25K – 434
2016
Q4 		$25K Buy
+610
New +$25.3K 0.01% 170

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JC
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BFG
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LAM
Lebenthal Asset Management New York $807M AUM 16.83% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
KB
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Fusion Family Wealth's SE Position: Q1 2017 in Review

Fusion Family Wealth sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 610 shares — an estimated $25K sold.

Fusion Family Wealth first reported a position in SE in Q4 2016 and held it in 1 quarter. The position peaked at $25K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Fusion Family Wealth reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 610 Spectra Energy Corp Wi shares in Q1 2017, an estimated $25K.
  • Fusion Family Wealth first reported a position in Spectra Energy Corp Wi in Q4 2016 and held it in 1 quarter.
  • Fusion Family Wealth's Spectra Energy Corp Wi position peaked at $25K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.