IF
SE

Ironwood Financial’s Spectra Energy Corp Wi SE Stock Holding History

Ironwood Financial’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
-162
Closed -$7K – 289
2016
Q4 		$7K Hold
162
– – ﹤0.01% 188
2016
Q3 		$7K Hold
162
– – 0.01% 189
2016
Q2 		$6K Hold
162
– – ﹤0.01% 200
2016
Q1 		$5K Buy
+162
New +$4.57K ﹤0.01% 216
2015
Q3 		$4K Hold
162
– – ﹤0.01% 299
2015
Q2 		$5K Hold
162
– – ﹤0.01% 258
2015
Q1 		$6K Hold
162
– – ﹤0.01% 242
2014
Q4 		$6K Buy
+162
New +$6.1K ﹤0.01% 213

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 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 16.82% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
KB
Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
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

Ironwood Financial's SE Position: Q1 2017 in Review

Ironwood Financial sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 162 shares — an estimated $7K sold.

Ironwood Financial first reported a position in SE in Q4 2014 and held it in 8 quarters. The position peaked at $7K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Ironwood Financial reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Ironwood Financial sold 162 Spectra Energy Corp Wi shares in Q1 2017, an estimated $7K.
  • Ironwood Financial first reported a position in Spectra Energy Corp Wi in Q4 2014 and held it in 8 quarters.
  • Ironwood Financial's Spectra Energy Corp Wi position peaked at $7K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Ironwood Financial's 13F filing for Q1 2017, filed 1 May 2017.