MSA
SEP

Marino Stram & Associates’s Spectra Engy Parters Lp SEP Stock Holding History

Marino Stram & Associates’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$7K – 678
2018
Q3 		$7K Hold
200
– – 0.01% 334
2018
Q2 		$7K Hold
200
– – 0.01% 331
2018
Q1 		$7K Hold
200
– – 0.01% 353
2017
Q4 		$8K Buy
+200
New +$8.41K 0.01% 332

Other funds holding SEP

CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Marino Stram & Associates's SEP Position: Q4 2018 in Review

Marino Stram & Associates sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 200 shares — an estimated $7K sold.

Marino Stram & Associates first reported a position in SEP in Q4 2017 and held it in 4 quarters. The position peaked at $8K in Q4 2017. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Marino Stram & Associates reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Marino Stram & Associates sold 200 Spectra Engy Parters Lp shares in Q4 2018, an estimated $7K.
  • Marino Stram & Associates first reported a position in Spectra Engy Parters Lp in Q4 2017 and held it in 4 quarters.
  • Marino Stram & Associates's Spectra Engy Parters Lp position peaked at $8K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Marino Stram & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.