IP
SE

Investment Partners’s Spectra Energy Corp Wi SE Stock Holding History

Investment Partners’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
-5,595
Closed -$230K – 119
2016
Q4 		$230K Sell
5,595
-6,342
-53% -$263K 0.22% 98
2016
Q3 		$510K Buy
11,937
+6,356
+114% +$242K 0.29% 93
2016
Q2 		$204K Sell
5,581
-6,809
-55% -$217K 0.2% 106
2016
Q1 		$297K Buy
+12,390
New +$350K 0.19% 123
2015
Q4 		– Sell
-8,499
Closed -$226K – 104
2015
Q3 		$226K Sell
8,499
-280
-3% -$8.15K 0.3% 86
2015
Q2 		$288K Sell
8,779
-83
-0.9% -$2.96K 0.35% 81
2015
Q1 		$317K Buy
8,862
+166
+2% +$5.81K 0.35% 74
2014
Q4 		$315K Buy
+8,696
New +$327K 0.36% 74

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JC
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BFG
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LAM
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FNB
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KB
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Thrivent Financial for Lutherans
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KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return