Kings Point Capital Management’s Spectra Energy Corp Wi SE Stock Holding History

Kings Point Capital Management’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	-2,900	Closed	-$119K	–	361
2016 Q4	$119K	Hold	2,900	–	–	0.03%	151
2016 Q3	$124K	Hold	2,900	–	–	0.03%	138
2016 Q2	$106K	Hold	2,900	–	–	0.03%	152
2016 Q1	$89K	Hold	2,900	–	–	0.02%	154
2015 Q4	$69K	Sell	2,900 -1,025	-26%	-$27.2K	0.02%	177
2015 Q3	$103K	Buy	3,925 +1,025	+35%	+$29.8K	0.03%	169
2015 Q2	$95K	Hold	2,900	–	–	0.02%	170
2015 Q1	$105K	Hold	2,900	–	–	0.03%	165
2014 Q4	$105K	Hold	2,900	–	–	0.03%	150
2014 Q3	$114K	Hold	2,900	–	–	0.03%	132
2014 Q2	$123K	Hold	2,900	–	–	0.04%	127
2014 Q1	$107K	Hold	2,900	–	–	0.03%	125
2013 Q4	$103K	Hold	2,900	–	–	0.04%	125
2013 Q3	$99K	Hold	2,900	–	–	0.04%	129
2013 Q2	$100K	Buy	+2,900	New	+$91.3K	0.04%	136

Other funds holding SE

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Kings Point Capital Management's SE Position: Q1 2017 in Review

Kings Point Capital Management sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 2,900 shares — an estimated $119K sold.

Kings Point Capital Management first reported a position in SE in Q2 2013 and held it in 15 quarters. The position peaked at $124K in Q3 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

Kings Point Capital Management reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
Kings Point Capital Management sold 2,900 Spectra Energy Corp Wi shares in Q1 2017, an estimated $119K.
Kings Point Capital Management first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 15 quarters.
Kings Point Capital Management's Spectra Energy Corp Wi position peaked at $124K in Q3 2016.
10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Kings Point Capital Management's 13F filing for Q1 2017, filed 11 May 2017.