GI
SE

Gradient Investments’s Spectra Energy Corp Wi SE Stock Holding History

Gradient Investments’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
-1,714
Closed -$70K – 864
2016
Q4 		$70K Hold
1,714
– – 0.01% 241
2016
Q3 		$73K Hold
1,714
– – 0.01% 233
2016
Q2 		$63K Sell
1,714
-774
-31% -$24.7K 0.01% 243
2016
Q1 		$76K Sell
2,488
-126
-5% -$3.56K 0.01% 229
2015
Q4 		$63K Sell
2,614
-407
-13% -$10.8K 0.01% 237
2015
Q3 		$79K Hold
3,021
– – 0.01% 204
2015
Q2 		$98K Buy
3,021
+900
+42% +$32K 0.01% 200
2015
Q1 		$77K Hold
2,121
– – 0.01% 206
2014
Q4 		$77K Hold
2,121
– – 0.01% 202
2014
Q3 		$83K Hold
2,121
– – 0.02% 185
2014
Q2 		$90K Buy
2,121
+1,506
+245% +$60.3K 0.02% 184
2014
Q1 		$23K Sell
615
-793
-56% -$28.8K 0.01% 276
2013
Q4 		$50K Buy
1,408
+786
+126% +$27.1K 0.01% 224
2013
Q3 		$21K Sell
622
-944
-60% -$32.6K 0.01% 228
2013
Q2 		$54K Buy
+1,566
New +$49.3K 0.02% 177

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 $1B AUM 15.98% 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