LPIC
SE

LeJeune Puetz Investment Counsel’s Spectra Energy Corp Wi SE Stock Holding History

LeJeune Puetz Investment Counsel’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
-3,363
Closed -$138K – 148
2016
Q4 		$138K Buy
+3,363
New +$139K 0.11% 130

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 17.92% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
KB
Kimelman & Baird New York $1.35B AUM 25.94% 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 $3.38B AUM 30.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LeJeune Puetz Investment Counsel's SE Position: Q1 2017 in Review

LeJeune Puetz Investment Counsel sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 3,363 shares — an estimated $138K sold.

LeJeune Puetz Investment Counsel first reported a position in SE in Q4 2016 and held it in 1 quarter. The position peaked at $138K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • LeJeune Puetz Investment Counsel reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • LeJeune Puetz Investment Counsel sold 3,363 Spectra Energy Corp Wi shares in Q1 2017, an estimated $138K.
  • LeJeune Puetz Investment Counsel first reported a position in Spectra Energy Corp Wi in Q4 2016 and held it in 1 quarter.
  • LeJeune Puetz Investment Counsel's Spectra Energy Corp Wi position peaked at $138K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2017, filed 20 Apr 2017.