Kistler-Tiffany Companies’s Spectra Engy Parters Lp SEP Stock Holding History

Kistler-Tiffany Companies’s Portfolio SEP Stock Details SEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-675	Closed	-$24K	–	594
2018 Q2	$24K	Sell	675 -176	-21%	-$5.74K	0.01%	329
2018 Q1	$29K	Sell	851 -45	-5%	-$1.8K	0.01%	329
2017 Q4	$35K	Hold	896	–	–	0.01%	315
2017 Q3	$40K	Hold	896	–	–	0.02%	298
2017 Q2	$38K	Hold	896	–	–	0.02%	289
2017 Q1	$39K	Hold	896	–	–	0.02%	271
2016 Q4	$41K	Buy	896 +166	+23%	+$7.21K	0.02%	272
2016 Q3	$32K	Sell	730 -168	-19%	-$7.75K	0.02%	315
2016 Q2	$42K	Sell	898 -68	-7%	-$3.19K	0.02%	272
2016 Q1	$46K	Buy	966 +72	+8%	+$3.27K	0.03%	254
2015 Q4	$43K	Sell	894 -663	-43%	-$28.3K	0.02%	268
2015 Q3	$63K	Hold	1,557	–	–	0.04%	230
2015 Q2	$72K	Buy	+1,557	New	+$80K	0.04%	216
2014 Q4	–	Sell	-247	Closed	-$13K	–	641
2014 Q3	$13K	Buy	+247	New	+$13.3K	0.01%	426
2013 Q3	–	Sell	-188	Closed	-$9K	–	614
2013 Q2	$9K	Buy	+188	New	+$7.18K	0.01%	431

Other funds holding SEP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kistler-Tiffany Companies's SEP Position: Q3 2018 in Review

Kistler-Tiffany Companies sold out of Spectra Engy Parters Lp (SEP) in Q3 2018, closing a stake of 675 shares — an estimated $24K sold.

Kistler-Tiffany Companies first reported a position in SEP in Q2 2013 and held it in 15 quarters. The position peaked at $72K in Q2 2015. 225 funds tracked by Wall St. Rank hold SEP as of Q3 2018.

Kistler-Tiffany Companies reported no remaining Spectra Engy Parters Lp position as of Q3 2018 after selling out during the quarter.
Kistler-Tiffany Companies sold 675 Spectra Engy Parters Lp shares in Q3 2018, an estimated $24K.
Kistler-Tiffany Companies first reported a position in Spectra Engy Parters Lp in Q2 2013 and held it in 15 quarters.
Kistler-Tiffany Companies's Spectra Engy Parters Lp position peaked at $72K in Q2 2015.
225 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q3 2018.

Based on Kistler-Tiffany Companies's 13F filing for Q3 2018, filed 19 Oct 2018.