MWR
SE

McAdams Wright Ragen’s Spectra Energy Corp Wi SE Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$238K Buy
6,068
+850
+16% +$35K 0.01% 367
2014
Q2 		$221K Buy
+5,218
New +$209K 0.01% 354

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McAdams Wright Ragen's SE Position: Q3 2014 in Review

McAdams Wright Ragen increased its Spectra Energy Corp Wi (SE) stake by 16% in Q3 2014, buying an estimated $35K and bringing the position to 6,068 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #367.

McAdams Wright Ragen first reported a position in SE in Q2 2014 and has held it in 2 quarters since. 778 funds tracked by Wall St. Rank hold SE as of Q3 2014.

  • McAdams Wright Ragen held 6,068 shares of Spectra Energy Corp Wi worth $238K as of Q3 2014.
  • McAdams Wright Ragen bought 850 Spectra Energy Corp Wi shares in Q3 2014, an estimated $35K.
  • Spectra Energy Corp Wi made up 0.01% of McAdams Wright Ragen's portfolio in Q3 2014, its #367 holding.
  • McAdams Wright Ragen first reported a position in Spectra Energy Corp Wi in Q2 2014 and has held it in 2 quarters since.
  • 778 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.