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IndexIQ Advisors’s Spectra Energy Corp Wi SE Stock Holding History

IndexIQ Advisors’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
-134,277
Closed -$5.52M – 347
2016
Q4 		$5.52M Buy
134,277
+132,406
+7,077% +$5.49M 0.28% 51
2016
Q3 		$80K Buy
1,871
+991
+113% +$37.7K ﹤0.01% 249
2016
Q2 		$32K Sell
880
-3,283
-79% -$105K ﹤0.01% 272
2016
Q1 		$127K Buy
+4,163
New +$117K 0.01% 207
2015
Q4 		– Sell
-2,377
Closed -$62K – 278
2015
Q3 		$62K Sell
2,377
-1,641
-41% -$47.8K ﹤0.01% 214
2015
Q2 		$131K Buy
4,018
+563
+16% +$20K 0.01% 201
2015
Q1 		$125K Sell
3,455
-987
-22% -$34.5K 0.01% 201
2014
Q4 		$161K Buy
+4,442
New +$167K 0.01% 186

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 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 16.83% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
KB
Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

IndexIQ Advisors's SE Position: Q1 2017 in Review

IndexIQ Advisors sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 134,277 shares — an estimated $5.52M sold.

IndexIQ Advisors first reported a position in SE in Q4 2014 and held it in 8 quarters. The position peaked at $5.52M in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • IndexIQ Advisors reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • IndexIQ Advisors sold 134,277 Spectra Energy Corp Wi shares in Q1 2017, an estimated $5.52M.
  • IndexIQ Advisors first reported a position in Spectra Energy Corp Wi in Q4 2014 and held it in 8 quarters.
  • IndexIQ Advisors's Spectra Energy Corp Wi position peaked at $5.52M in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on IndexIQ Advisors's 13F filing for Q1 2017, filed 2 May 2017.