Investors Capital Advisory Services’s Spectra Energy Corp Wi SE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$413K Buy
11,290
+1,063
+10% +$33.9K 0.08% 328
2016
Q1
$312K Buy
10,227
+351
+4% +$9.9K 0.06% 403
2015
Q4
$236K Sell
9,876
-687
-7% -$18.3K 0.05% 518
2015
Q3
$277K Buy
10,563
+477
+5% +$13.9K 0.06% 470
2015
Q2
$328K Buy
10,086
+232
+2% +$8.26K 0.06% 443
2015
Q1
$356K Hold
9,854
0.07% 405
2014
Q4
$357K Sell
9,854
-146
-1% -$5.5K 0.07% 382
2014
Q3
$392K Sell
10,000
-880
-8% -$36.2K 0.08% 361
2014
Q2
$462K Buy
10,880
+638
+6% +$25.6K 0.07% 363
2014
Q1
$378K Buy
10,242
+200
+2% +$7.26K 0.08% 351
2013
Q4
$357K Buy
10,042
+882
+10% +$30.4K 0.08% 337
2013
Q3
$313K Buy
9,160
+2,903
+46% +$100K 0.08% 347
2013
Q2
$215K Buy
+6,257
New +$197K 0.07% 402

Other funds holding SE

Investors Capital Advisory Services's SE Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Spectra Energy Corp Wi (SE) stake by 10% in Q2 2016, buying an estimated $33.9K and bringing the position to 11,290 shares worth $413K. The position accounts for 0.08% of the portfolio, ranked #328.

Investors Capital Advisory Services first reported a position in SE in Q2 2013 and has held it in 13 quarters since. The position peaked at $462K in Q2 2014. 827 funds tracked by Wall St. Rank hold SE as of Q2 2016.

  • Investors Capital Advisory Services held 11,290 shares of Spectra Energy Corp Wi worth $413K as of Q2 2016.
  • Investors Capital Advisory Services bought 1,063 Spectra Energy Corp Wi shares in Q2 2016, an estimated $33.9K.
  • Spectra Energy Corp Wi made up 0.08% of Investors Capital Advisory Services's portfolio in Q2 2016, its #328 holding.
  • Investors Capital Advisory Services first reported a position in Spectra Energy Corp Wi in Q2 2013 and has held it in 13 quarters since.
  • Investors Capital Advisory Services's Spectra Energy Corp Wi position peaked at $462K in Q2 2014.
  • 827 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.