LWA
SE

Lenox Wealth Advisors’s Spectra Energy Corp Wi SE Stock Holding History

Lenox Wealth Advisors’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
2013
Q3 		– Sell
-170
Closed -$6K – 305
2013
Q2 		$6K Buy
+170
New +$5.35K 0.01% 172

Other funds holding SE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's SE Position: Q3 2013 in Review

Lenox Wealth Advisors sold out of Spectra Energy Corp Wi (SE) in Q3 2013, closing a stake of 170 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in SE in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 712 funds tracked by Wall St. Rank hold SE as of Q3 2013.

  • Lenox Wealth Advisors reported no remaining Spectra Energy Corp Wi position as of Q3 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 170 Spectra Energy Corp Wi shares in Q3 2013, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Spectra Energy Corp Wi position peaked at $6K in Q2 2013.
  • 712 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q3 2013.

Based on Lenox Wealth Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.