LJHT
SE

Laurie J. Hall Trustee’s Spectra Energy Corp Wi SE Stock Holding History

Laurie J. Hall Trustee’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
-200
Closed -$8K – 310
2016
Q4 		$8K Buy
+200
New +$8.29K 0.01% 259
2016
Q2 		$7K Hold
200
– – ﹤0.01% 258
2016
Q1 		$6K Hold
200
– – ﹤0.01% 236
2015
Q4 		$6K Buy
+200
New +$5.32K ﹤0.01% 192

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 $424B AUM 22.96% 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 16.83% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
KB
Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Laurie J. Hall Trustee's SE Position: Q1 2017 in Review

Laurie J. Hall Trustee sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 200 shares — an estimated $8K sold.

Laurie J. Hall Trustee first reported a position in SE in Q4 2015 and held it in 4 quarters. The position peaked at $8K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Laurie J. Hall Trustee reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 200 Spectra Energy Corp Wi shares in Q1 2017, an estimated $8K.
  • Laurie J. Hall Trustee first reported a position in Spectra Energy Corp Wi in Q4 2015 and held it in 4 quarters.
  • Laurie J. Hall Trustee's Spectra Energy Corp Wi position peaked at $8K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2017, filed 13 Apr 2017.