KF
SE

Krilogy Financial’s Spectra Energy Corp Wi SE Stock Holding History

Krilogy Financial’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
Q2 		– Sell
-1,000
Closed -$41K – 817
2017
Q1 		$41K Hold
1,000
– – 0.01% 317
2016
Q4 		$41K Hold
1,000
– – 0.01% 317
2016
Q3 		$43K Buy
+1,000
New +$38.1K 0.01% 319
2016
Q2 		– Sell
-5
Closed -$1K – 784
2016
Q1 		$1K Buy
+5
New +$141 ﹤0.01% 681
2015
Q4 		– Sell
-350
Closed -$9K – 640
2015
Q3 		$9K Buy
+350
New +$10.2K ﹤0.01% 407

Other funds holding SE

JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return