JP Morgan Private Wealth Advisors
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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
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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 $1.16B AUM 34.03% 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
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SE Position: Q1 2017 in Review

JP Morgan Private Wealth Advisors sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 44,868 shares — an estimated $1.84M sold.

JP Morgan Private Wealth Advisors first reported a position in SE in Q2 2013 and held it in 15 quarters. The position peaked at $3.35M in Q2 2015. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 44,868 Spectra Energy Corp Wi shares in Q1 2017, an estimated $1.84M.
  • JP Morgan Private Wealth Advisors first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's Spectra Energy Corp Wi position peaked at $3.35M in Q2 2015.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.