KLI
SE

Kelman-Lazarov Inc’s Spectra Energy Corp Wi SE Stock Holding History

Kelman-Lazarov Inc’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
2016
Q4 		– Sell
-400
Closed -$16.8K – 382
2016
Q3 		$16.8K Buy
400
+260
+186% +$9.9K 0.01% 257
2016
Q2 		$5.13K Hold
140
– – ﹤0.01% 308
2016
Q1 		$4K Buy
+140
New +$3.95K ﹤0.01% 314

Other funds holding SE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kelman-Lazarov Inc's SE Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Spectra Energy Corp Wi (SE) in Q4 2016, closing a stake of 400 shares — an estimated $16.8K sold.

Kelman-Lazarov Inc first reported a position in SE in Q1 2016 and held it in 3 quarters. The position peaked at $16.8K in Q3 2016. 876 funds tracked by Wall St. Rank hold SE as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Spectra Energy Corp Wi position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 400 Spectra Energy Corp Wi shares in Q4 2016, an estimated $16.8K.
  • Kelman-Lazarov Inc first reported a position in Spectra Energy Corp Wi in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Spectra Energy Corp Wi position peaked at $16.8K in Q3 2016.
  • 876 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.