Loring Wolcott & Coolidge Fiduciary Advisors’s Spectra Energy Corp Wi SE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017 Q1	–	Sell	-5,200	Closed	-$214K	–	643
2016 Q4	$214K	Hold	5,200	–	–	﹤0.01%	257
2016 Q3	$222K	Sell	5,200 -200	-4%	-$7.62K	0.01%	255
2016 Q2	$198K	Buy	5,400 +200	+4%	+$6.38K	﹤0.01%	257
2016 Q1	$159K	Hold	5,200	–	–	﹤0.01%	264
2015 Q4	$124K	Sell	5,200 -234	-4%	-$6.22K	﹤0.01%	321
2015 Q3	$177K	Hold	5,434	–	–	﹤0.01%	290
2015 Q2	$177K	Hold	5,434	–	–	﹤0.01%	290
2015 Q1	$197K	Hold	5,434	–	–	0.01%	287
2014 Q4	$197K	Hold	5,434	–	–	0.01%	279
2014 Q3	$213K	Hold	5,434	–	–	0.01%	259
2014 Q2	$231K	Buy	5,434 +3,000	+123%	+$120K	0.01%	257
2014 Q1	$90K	Hold	2,434	–	–	﹤0.01%	356
2013 Q4	$87K	Hold	2,434	–	–	﹤0.01%	346
2013 Q3	$83K	Hold	2,434	–	–	﹤0.01%	327
2013 Q2	$84K	Buy	+2,434	New	+$76.6K	﹤0.01%	340

Other funds holding SE

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kimelman & Baird New York $1.35B AUM 25.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's SE Position: Q1 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 5,200 shares — an estimated $214K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SE in Q2 2013 and held it in 15 quarters. The position peaked at $231K in Q2 2014. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 5,200 Spectra Energy Corp Wi shares in Q1 2017, an estimated $214K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 15 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Spectra Energy Corp Wi position peaked at $231K in Q2 2014.
10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2017, filed 15 May 2017.