IA
SEP

IFP Advisors’s Spectra Engy Parters Lp SEP Stock Holding History

IFP Advisors’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
-3,179
Closed -$114K – 4072
2018
Q3 		$114K Sell
3,179
-2,725
-46% -$101K ﹤0.01% 1396
2018
Q2 		$209K Sell
5,904
-4,110
-41% -$134K 0.01% 1041
2018
Q1 		$396K Hold
10,014
– – 0.02% 708
2017
Q4 		$396K Sell
10,014
-282
-3% -$11.9K 0.02% 708
2017
Q3 		$457K Buy
10,296
+1,129
+12% +$50.1K 0.02% 724
2017
Q2 		$393K Sell
9,167
-4,749
-34% -$207K 0.02% 784
2017
Q1 		$608K Buy
13,916
+5,006
+56% +$224K 0.03% 590
2016
Q4 		$408K Buy
8,910
+664
+8% +$28.9K 0.02% 709
2016
Q3 		$360K Sell
8,246
-2,170
-21% -$100K 0.02% 719
2016
Q2 		$491K Buy
+10,416
New +$489K 0.03% 549
2016
Q1 		– Sell
-2,203
Closed -$105K – 3887
2015
Q4 		$105K Buy
+2,203
New +$94K 0.01% 1155

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

IFP Advisors's SEP Position: Q4 2018 in Review

IFP Advisors sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 3,179 shares — an estimated $114K sold.

IFP Advisors first reported a position in SEP in Q4 2015 and held it in 11 quarters. The position peaked at $608K in Q1 2017. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • IFP Advisors reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 3,179 Spectra Engy Parters Lp shares in Q4 2018, an estimated $114K.
  • IFP Advisors first reported a position in Spectra Engy Parters Lp in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's Spectra Engy Parters Lp position peaked at $608K in Q1 2017.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.