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

Mascoma Wealth Management’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
-2,700
Closed -$111K – 394
2016
Q4 		$111K Buy
+2,700
New +$112K 0.08% 98

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JC
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BFG
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LAM
Lebenthal Asset Management New York $807M AUM 16.83% 1-Year Est. Return
FNB
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KB
Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 2,700 shares — an estimated $111K sold.

Mascoma Wealth Management first reported a position in SE in Q4 2016 and held it in 1 quarter. The position peaked at $111K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Mascoma Wealth Management reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 2,700 Spectra Energy Corp Wi shares in Q1 2017, an estimated $111K.
  • Mascoma Wealth Management first reported a position in Spectra Energy Corp Wi in Q4 2016 and held it in 1 quarter.
  • Mascoma Wealth Management's Spectra Energy Corp Wi position peaked at $111K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Mascoma Wealth Management's 13F filing for Q1 2017, filed 18 Apr 2017.