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Keystone Financial Planning’s Spectra Energy Corp Wi SE Stock Holding History

Keystone Financial Planning’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
Q1 		– Sell
-500
Closed -$18K – 95
2013
Q4 		$18K Buy
+500
New +$17.2K 0.01% 75

Other funds holding SE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Keystone Financial Planning's SE Position: Q1 2014 in Review

Keystone Financial Planning sold out of Spectra Energy Corp Wi (SE) in Q1 2014, closing a stake of 500 shares — an estimated $18K sold.

Keystone Financial Planning first reported a position in SE in Q4 2013 and held it in 1 quarter. The position peaked at $18K in Q4 2013. 747 funds tracked by Wall St. Rank hold SE as of Q1 2014.

  • Keystone Financial Planning reported no remaining Spectra Energy Corp Wi position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 500 Spectra Energy Corp Wi shares in Q1 2014, an estimated $18K.
  • Keystone Financial Planning first reported a position in Spectra Energy Corp Wi in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's Spectra Energy Corp Wi position peaked at $18K in Q4 2013.
  • 747 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.