HFM
SEP

Hartford Financial Management’s Spectra Engy Parters Lp SEP Stock Holding History

Hartford Financial Management’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,250
Closed -$45K – 411
2018
Q3 		$45K Sell
1,250
-1,250
-50% -$46.3K 0.02% 232
2018
Q2 		$89K Buy
+2,500
New +$81.5K 0.03% 201
2017
Q4 		– Sell
-2,500
Closed -$110K – 393
2017
Q3 		$110K Buy
+2,500
New +$111K 0.06% 152
2017
Q2 		– Sell
-2,500
Closed -$109K – 399
2017
Q1 		$109K Hold
2,500
– – 0.07% 146
2016
Q4 		$115K Hold
2,500
– – 0.07% 134
2016
Q3 		$109K Buy
+2,500
New +$115K 0.07% 141
2014
Q4 		– Sell
-2,500
Closed -$132K – 277
2014
Q3 		$132K Buy
+2,500
New +$135K 0.08% 124
2014
Q1 		– Sell
-2,500
Closed -$113K – 280
2013
Q4 		$113K Hold
2,500
– – 0.07% 129
2013
Q3 		$109K Hold
2,500
– – 0.08% 132
2013
Q2 		$115K Buy
+2,500
New +$95.5K 0.08% 125

Other funds holding SEP

CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Hartford Financial Management's SEP Position: Q4 2018 in Review

Hartford Financial Management sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 1,250 shares — an estimated $45K sold.

Hartford Financial Management first reported a position in SEP in Q2 2013 and held it in 10 quarters. The position peaked at $132K in Q3 2014. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Hartford Financial Management reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Hartford Financial Management sold 1,250 Spectra Engy Parters Lp shares in Q4 2018, an estimated $45K.
  • Hartford Financial Management first reported a position in Spectra Engy Parters Lp in Q2 2013 and held it in 10 quarters.
  • Hartford Financial Management's Spectra Engy Parters Lp position peaked at $132K in Q3 2014.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Hartford Financial Management's 13F filing for Q4 2018, filed 4 Feb 2019.