JP Morgan Chase
SE

JP Morgan Chase’s Spectra Energy Corp Wi SE Stock Holding History

JP Morgan Chase’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
2014
Q4 		– Sell
-75,000
Closed -$2.94M – 4474
2014
Q3 		$2.94M Buy
+75,000
New +$3.09M ﹤0.01% 2679

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 $424B AUM 22.9% 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 16.83% 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 $3.38B AUM 30.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

JP Morgan Chase's SE Position: Q1 2017 in Review

JP Morgan Chase sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 1,658,799 shares — an estimated $68.2M sold.

JP Morgan Chase first reported a position in SE in Q2 2013 and held it in 15 quarters. The position peaked at $101M in Q1 2015. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • JP Morgan Chase reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • JP Morgan Chase sold 1,658,799 Spectra Energy Corp Wi shares in Q1 2017, an estimated $68.2M.
  • JP Morgan Chase first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 15 quarters.
  • JP Morgan Chase's Spectra Energy Corp Wi position peaked at $101M in Q1 2015.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on JP Morgan Chase's 13F filing for Q1 2017, filed 10 May 2017.