MIFH
SEP

Migdal Insurance & Financial Holdings’s Spectra Engy Parters Lp SEP Stock Holding History

Migdal Insurance & Financial Holdings’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
Q3 		– Sell
-100
Closed -$4K – 819
2018
Q2 		$4K Hold
100
– – ﹤0.01% 735
2018
Q1 		$3K Hold
100
– – ﹤0.01% 601
2017
Q4 		$4K Hold
100
– – ﹤0.01% 548
2017
Q3 		$4K Buy
+100
New +$4.44K ﹤0.01% 538

Other funds holding SEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SEP Position: Q3 2018 in Review

Migdal Insurance & Financial Holdings sold out of Spectra Engy Parters Lp (SEP) in Q3 2018, closing a stake of 100 shares — an estimated $4K sold.

Migdal Insurance & Financial Holdings first reported a position in SEP in Q3 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 225 funds tracked by Wall St. Rank hold SEP as of Q3 2018.

  • Migdal Insurance & Financial Holdings reported no remaining Spectra Engy Parters Lp position as of Q3 2018 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 100 Spectra Engy Parters Lp shares in Q3 2018, an estimated $4K.
  • Migdal Insurance & Financial Holdings first reported a position in Spectra Engy Parters Lp in Q3 2017 and held it in 4 quarters.
  • Migdal Insurance & Financial Holdings's Spectra Engy Parters Lp position peaked at $4K in Q2 2018.
  • 225 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q3 2018.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2018, filed 8 Nov 2018.