JP Morgan Private Wealth Advisors’s Spectra Energy Corp Wi SE Stock Holding History

JP Morgan Private 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 Q1	–	Sell	-44,868	Closed	-$1.84M	–	1395
2016 Q4	$1.84M	Buy	44,868 +6,161	+16%	+$255K	0.02%	453
2016 Q3	$1.65M	Sell	38,707 -9,814	-20%	-$374K	0.02%	482
2016 Q2	$1.78M	Buy	48,521 +16,965	+54%	+$541K	0.02%	470
2016 Q1	$965K	Sell	31,556 -15,392	-33%	-$434K	0.01%	566
2015 Q4	$1.12M	Buy	46,948 +19,111	+69%	+$508K	0.01%	494
2015 Q3	$731K	Sell	27,837 -74,943	-73%	-$2.18M	0.01%	536
2015 Q2	$3.35M	Buy	102,780 +22,069	+27%	+$786K	0.04%	294
2015 Q1	$2.92M	Buy	80,711 +5,772	+8%	+$202K	0.03%	317
2014 Q4	$2.72M	Buy	74,939 +11,297	+18%	+$425K	0.03%	330
2014 Q3	$2.5M	Buy	63,642 +15,393	+32%	+$634K	0.03%	334
2014 Q2	$2.05M	Buy	48,249 +23,172	+92%	+$928K	0.03%	291
2014 Q1	$926K	Buy	25,077 +243	+1%	+$8.82K	0.02%	416
2013 Q4	$885K	Sell	24,834 -244	-1%	-$8.4K	0.02%	367
2013 Q3	$858K	Buy	25,078 +4,026	+19%	+$139K	0.02%	354
2013 Q2	$725K	Buy	+21,052	New	+$663K	0.02%	362

Other funds holding SE

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

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

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

Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return