GIM
SE

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

Guardian 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
2014
Q4 		– Sell
-16,400
Closed -$606K – 59
2014
Q3 		$606K Hold
16,400
– – 0.7% 50
2014
Q2 		$696K Hold
16,400
– – 0.76% 50
2014
Q1 		$606K Hold
16,400
– – 0.7% 50
2013
Q4 		$576K Buy
+16,400
New +$564K 0.64% 53

Other funds holding SE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Guardian Investment Management's SE Position: Q4 2014 in Review

Guardian Investment Management sold out of Spectra Energy Corp Wi (SE) in Q4 2014, closing a stake of 16,400 shares — an estimated $606K sold.

Guardian Investment Management first reported a position in SE in Q4 2013 and held it in 4 quarters. The position peaked at $696K in Q2 2014. 779 funds tracked by Wall St. Rank hold SE as of Q4 2014.

  • Guardian Investment Management reported no remaining Spectra Energy Corp Wi position as of Q4 2014 after selling out during the quarter.
  • Guardian Investment Management sold 16,400 Spectra Energy Corp Wi shares in Q4 2014, an estimated $606K.
  • Guardian Investment Management first reported a position in Spectra Energy Corp Wi in Q4 2013 and held it in 4 quarters.
  • Guardian Investment Management's Spectra Energy Corp Wi position peaked at $696K in Q2 2014.
  • 779 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q4 2014.

Based on Guardian Investment Management's 13F filing for Q4 2014, filed 6 Feb 2015.