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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,051
Closed -$44.1K 241
2016
Q4
$43K Buy
1,051
+39
+4% +$1.62K 0.03% 112
2016
Q3
$43K Hold
1,012
0.03% 108
2016
Q2
$37K Hold
1,012
0.03% 120
2016
Q1
$31K Hold
1,012
0.02% 131
2015
Q4
$24K Hold
1,012
0.02% 145
2015
Q3
$27K Hold
1,012
0.02% 90
2015
Q2
$33K Hold
1,012
0.02% 86
2015
Q1
$37K Hold
1,012
0.03% 89
2014
Q4
$36K Sell
1,012
-39
-4% -$1.47K 0.02% 90
2014
Q3
$41K Buy
1,051
+39
+4% +$1.61K 0.03% 88
2014
Q2
$43K Hold
1,012
0.03% 87
2014
Q1
$37K Hold
1,012
0.02% 97
2013
Q4
$36K Buy
+1,012
New +$34.8K 0.02% 101

Other funds holding SE

Lenox Wealth Management's SE Position: Q1 2017 in Review

Lenox Wealth Management sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 1,051 shares — an estimated $44.1K sold.

Lenox Wealth Management first reported a position in SE in Q4 2013 and held it in 13 quarters. The position peaked at $43K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Lenox Wealth Management reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 1,051 Spectra Energy Corp Wi shares in Q1 2017, an estimated $44.1K.
  • Lenox Wealth Management first reported a position in Spectra Energy Corp Wi in Q4 2013 and held it in 13 quarters.
  • Lenox Wealth Management's Spectra Energy Corp Wi position peaked at $43K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Lenox Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.