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Guidant Wealth Advisors’s Spectra Energy Corp Wi SE Stock Holding History

Guidant Wealth Advisors’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
-264
Closed -$11K – 219
2016
Q4 		$11K Hold
264
– – 0.01% 159
2016
Q3 		$11K Buy
+264
New +$10.1K 0.01% 154

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

Guidant Wealth Advisors's SE Position: Q1 2017 in Review

Guidant Wealth Advisors sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 264 shares — an estimated $11K sold.

Guidant Wealth Advisors first reported a position in SE in Q3 2016 and held it in 2 quarters. The position peaked at $11K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Guidant Wealth Advisors reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Guidant Wealth Advisors sold 264 Spectra Energy Corp Wi shares in Q1 2017, an estimated $11K.
  • Guidant Wealth Advisors first reported a position in Spectra Energy Corp Wi in Q3 2016 and held it in 2 quarters.
  • Guidant Wealth Advisors's Spectra Energy Corp Wi position peaked at $11K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Guidant Wealth Advisors's 13F filing for Q1 2017, filed 18 Apr 2017.