Global Retirement Partners
SEP

Global Retirement Partners’s Spectra Engy Parters Lp SEP Stock Holding History

Global Retirement Partners’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-275
Closed -$10K – 1616
2018
Q3 		$10K Hold
275
– – ﹤0.01% 1048
2018
Q2 		$10K Hold
275
– – ﹤0.01% 1011
2018
Q1 		$9K Hold
275
– – ﹤0.01% 1011
2017
Q4 		$11K Hold
275
– – ﹤0.01% 889
2017
Q3 		$12K Buy
+275
New +$12.2K 0.01% 782

Other funds holding SEP

CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Global Retirement Partners's SEP Position: Q4 2018 in Review

Global Retirement Partners sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 275 shares — an estimated $10K sold.

Global Retirement Partners first reported a position in SEP in Q3 2017 and held it in 5 quarters. The position peaked at $12K in Q3 2017. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Global Retirement Partners reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Global Retirement Partners sold 275 Spectra Engy Parters Lp shares in Q4 2018, an estimated $10K.
  • Global Retirement Partners first reported a position in Spectra Engy Parters Lp in Q3 2017 and held it in 5 quarters.
  • Global Retirement Partners's Spectra Engy Parters Lp position peaked at $12K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Global Retirement Partners's 13F filing for Q4 2018, filed 22 Feb 2019.