GI
SE icon

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 $19.9B AUM 12.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 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 16.83% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
KB
Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
KF
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

Gradient Investments's SE Position: Q1 2017 in Review

Gradient Investments sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 1,714 shares — an estimated $70K sold.

Gradient Investments first reported a position in SE in Q2 2013 and held it in 15 quarters. The position peaked at $98K in Q2 2015. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Gradient Investments reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Gradient Investments sold 1,714 Spectra Energy Corp Wi shares in Q1 2017, an estimated $70K.
  • Gradient Investments first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 15 quarters.
  • Gradient Investments's Spectra Energy Corp Wi position peaked at $98K in Q2 2015.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Gradient Investments's 13F filing for Q1 2017, filed 12 Apr 2017.