LNWWM
SE

Laird Norton Wetherby Wealth Management’s Spectra Energy Corp Wi SE Stock Holding History

Laird Norton Wetherby Wealth 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
-22,648
Closed -$931K – 576
2016
Q4 		$931K Buy
22,648
+962
+4% +$39.9K 0.18% 122
2016
Q3 		$927K Buy
21,686
+2,397
+12% +$91.3K 0.19% 127
2016
Q2 		$706K Buy
19,289
+1,365
+8% +$43.5K 0.16% 153
2016
Q1 		$548K Buy
17,924
+6,794
+61% +$192K 0.13% 194
2015
Q4 		$266K Sell
11,130
-4,016
-27% -$107K 0.06% 352
2015
Q3 		$398K Buy
15,146
+5,647
+59% +$164K 0.1% 242
2015
Q2 		$310K Sell
9,499
-474
-5% -$16.9K 0.07% 313
2015
Q1 		$361K Buy
9,973
+596
+6% +$20.9K 0.09% 278
2014
Q4 		$340K Buy
9,377
+1,101
+13% +$41.4K 0.09% 283
2014
Q3 		$325K Buy
8,276
+178
+2% +$7.33K 0.09% 282
2014
Q2 		$344K Sell
8,098
-755
-9% -$30.2K 0.1% 267
2014
Q1 		$327K Sell
8,853
-2
-0% -$73 0.09% 280
2013
Q4 		$315K Sell
8,855
-469
-5% -$16.1K 0.09% 274
2013
Q3 		$319K Buy
9,324
+53
+0.6% +$1.83K 0.1% 252
2013
Q2 		$320K Buy
+9,271
New +$292K 0.11% 221

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 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 16.82% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
KB
Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SE Position: Q1 2017 in Review

Laird Norton Wetherby Wealth Management sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 22,648 shares — an estimated $931K sold.

Laird Norton Wetherby Wealth Management first reported a position in SE in Q2 2013 and held it in 15 quarters. The position peaked at $931K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Laird Norton Wetherby Wealth Management reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 22,648 Spectra Energy Corp Wi shares in Q1 2017, an estimated $931K.
  • Laird Norton Wetherby Wealth Management first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 15 quarters.
  • Laird Norton Wetherby Wealth Management's Spectra Energy Corp Wi position peaked at $931K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2017, filed 27 Apr 2017.