Hudock Inc’s Spectra Energy Corp Wi SE Stock Holding History

Hudock Inc’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	-6,177	Closed	-$253K	–	613
2016 Q4	$253K	Buy	6,177 +29	+0.5%	+$1.2K	0.14%	79
2016 Q3	$262K	Buy	6,148 +46	+0.8%	+$1.75K	0.15%	77
2016 Q2	$223K	Buy	6,102 +50	+0.8%	+$1.59K	0.12%	86
2016 Q1	$185K	Buy	6,052 +53	+0.9%	+$1.5K	0.1%	96
2015 Q4	$143K	Buy	5,999 +56	+0.9%	+$1.49K	0.06%	114
2015 Q3	$156K	Buy	5,943 +50	+0.8%	+$1.46K	0.07%	103
2015 Q2	$192K	Buy	5,893 +930	+19%	+$33.1K	0.09%	94
2015 Q1	$180K	Buy	4,963 +30	+0.6%	+$1.05K	0.08%	103
2014 Q4	$179K	Buy	4,933 +28	+0.6%	+$1.05K	0.08%	104
2014 Q3	$193K	Buy	4,905 +22	+0.5%	+$906	0.12%	108
2014 Q2	$207K	Buy	4,883 +22	+0.5%	+$881	0.24%	88
2014 Q1	$180K	Buy	4,861 +24	+0.5%	+$871	0.15%	88
2013 Q4	$172K	Buy	4,837 +25	+0.5%	+$860	0.15%	92
2013 Q3	$165K	Buy	4,812 +25	+0.5%	+$864	0.16%	87
2013 Q2	$165K	Buy	+4,787	New	+$151K	0.24%	81

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Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return