GWM
SE

Gupta Wealth Management’s Spectra Energy Corp Wi SE Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-700
Closed -$17K – 1342
2015
Q4 		$17K Sell
700
-97
-12% -$2.58K ﹤0.01% 721
2015
Q3 		$21K Buy
797
+700
+722% +$20.4K 0.01% 682
2015
Q2 		$3K Sell
97
-80
-45% -$2.85K ﹤0.01% 1112
2015
Q1 		$6K Buy
+177
New +$6.2K ﹤0.01% 880

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's SE Position: Q1 2016 in Review

Gupta Wealth Management sold out of Spectra Energy Corp Wi (SE) in Q1 2016, closing a stake of 700 shares — an estimated $17K sold.

Gupta Wealth Management first reported a position in SE in Q1 2015 and held it in 4 quarters. The position peaked at $21K in Q3 2015. 800 funds tracked by Wall St. Rank hold SE as of Q1 2016.

  • Gupta Wealth Management reported no remaining Spectra Energy Corp Wi position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 700 Spectra Energy Corp Wi shares in Q1 2016, an estimated $17K.
  • Gupta Wealth Management first reported a position in Spectra Energy Corp Wi in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Spectra Energy Corp Wi position peaked at $21K in Q3 2015.
  • 800 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.