JFS Wealth Advisors’s Spectra Energy Corp Wi SE Stock Holding History

JFS Wealth 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 Q2	–	Sell	-155	Closed	-$6K	–	476
2017 Q1	$6K	Hold	155	–	–	﹤0.01%	390
2016 Q4	$6K	Sell	155 -39	-20%	-$1.62K	﹤0.01%	390
2016 Q3	$8K	Hold	194	–	–	﹤0.01%	405
2016 Q2	$7K	Hold	194	–	–	﹤0.01%	422
2016 Q1	$6K	Sell	194 -115	-37%	-$3.24K	﹤0.01%	448
2015 Q4	$8K	Buy	309 +231	+296%	+$6.14K	﹤0.01%	423
2015 Q3	$2K	Sell	78 -360	-82%	-$10.5K	﹤0.01%	449
2015 Q2	$14K	Hold	438	–	–	0.01%	329
2015 Q1	$16K	Sell	438 -3	-0.7%	-$105	0.01%	309
2014 Q4	$16K	Hold	441	–	–	﹤0.01%	316
2014 Q3	$17K	Sell	441 -50	-10%	-$2.06K	﹤0.01%	285
2014 Q2	$21K	Buy	+491	New	+$19.7K	﹤0.01%	259

Other funds holding SE

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

JFS Wealth Advisors's SE Position: Q2 2017 in Review

JFS Wealth Advisors sold out of Spectra Energy Corp Wi (SE) in Q2 2017, closing a stake of 155 shares — an estimated $6K sold.

JFS Wealth Advisors first reported a position in SE in Q2 2014 and held it in 12 quarters. The position peaked at $21K in Q2 2014. 3 funds tracked by Wall St. Rank hold SE as of Q2 2017.

JFS Wealth Advisors reported no remaining Spectra Energy Corp Wi position as of Q2 2017 after selling out during the quarter.
JFS Wealth Advisors sold 155 Spectra Energy Corp Wi shares in Q2 2017, an estimated $6K.
JFS Wealth Advisors first reported a position in Spectra Energy Corp Wi in Q2 2014 and held it in 12 quarters.
JFS Wealth Advisors's Spectra Energy Corp Wi position peaked at $21K in Q2 2014.
3 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q2 2017.

Based on JFS Wealth Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.