HFBOT
SE

Home Federal Bank of Tennessee’s Spectra Energy Corp Wi SE Stock Holding History

Home Federal Bank of Tennessee’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
-69,222
Closed -$2.85M – 63
2016
Q4 		$2.85M Sell
69,222
-2,173
-3% -$90K 1.61% 6
2016
Q3 		$3.05M Sell
71,395
-2,035
-3% -$77.5K 1.79% 6
2016
Q2 		$2.69M Buy
73,430
+10
+0% +$319 1.61% 6
2016
Q1 		$2.25M Buy
73,420
+11,725
+19% +$331K 1.41% 9
2015
Q4 		$1.48M Buy
+61,695
New +$1.64M 0.97% 24

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 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 17.92% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
KB
Kimelman & Baird New York $1.35B AUM 25.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Home Federal Bank of Tennessee's SE Position: Q1 2017 in Review

Home Federal Bank of Tennessee sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 69,222 shares — an estimated $2.85M sold.

Home Federal Bank of Tennessee first reported a position in SE in Q4 2015 and held it in 5 quarters. The position peaked at $3.05M in Q3 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Home Federal Bank of Tennessee reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Home Federal Bank of Tennessee sold 69,222 Spectra Energy Corp Wi shares in Q1 2017, an estimated $2.85M.
  • Home Federal Bank of Tennessee first reported a position in Spectra Energy Corp Wi in Q4 2015 and held it in 5 quarters.
  • Home Federal Bank of Tennessee's Spectra Energy Corp Wi position peaked at $3.05M in Q3 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Home Federal Bank of Tennessee's 13F filing for Q1 2017, filed 11 Apr 2017.