IHT Wealth Management
SEP

IHT Wealth Management’s Spectra Engy Parters Lp SEP Stock Holding History

IHT Wealth 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
Q2 		– Sell
-2,371
Closed -$79K – 1606
2018
Q1 		$79K Buy
2,371
+234
+11% +$9.34K 0.02% 544
2017
Q4 		$89K Buy
+2,137
New +$89.9K 0.02% 525

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IHT Wealth Management's SEP Position: Q2 2018 in Review

IHT Wealth Management sold out of Spectra Engy Parters Lp (SEP) in Q2 2018, closing a stake of 2,371 shares — an estimated $79K sold.

IHT Wealth Management first reported a position in SEP in Q4 2017 and held it in 2 quarters. The position peaked at $89K in Q4 2017. 233 funds tracked by Wall St. Rank hold SEP as of Q2 2018.

  • IHT Wealth Management reported no remaining Spectra Engy Parters Lp position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,371 Spectra Engy Parters Lp shares in Q2 2018, an estimated $79K.
  • IHT Wealth Management first reported a position in Spectra Engy Parters Lp in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Spectra Engy Parters Lp position peaked at $89K in Q4 2017.
  • 233 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.