MWP
SE

MYCIO Wealth Partners’s Spectra Energy Corp Wi SE Stock Holding History

MYCIO Wealth Partners’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
-10,552
Closed -$434K – 259
2016
Q4 		$434K Buy
10,552
+9,016
+587% +$374K 0.06% 134
2016
Q3 		$66K Buy
1,536
+739
+93% +$28.1K 0.01% 302
2016
Q2 		$29K Hold
797
– – 0.01% 414
2016
Q1 		$24K Buy
797
+227
+40% +$6.4K ﹤0.01% 414
2015
Q4 		$14K Hold
570
– – ﹤0.01% 499
2015
Q3 		$15K Hold
570
– – ﹤0.01% 509
2015
Q2 		$19K Hold
570
– – ﹤0.01% 446
2015
Q1 		$21K Sell
570
-40
-7% -$1.4K ﹤0.01% 401
2014
Q4 		$22K Buy
610
+1
+0.2% +$38 ﹤0.01% 382
2014
Q3 		$24K Hold
609
– – 0.01% 341
2014
Q2 		$26K Buy
609
+1
+0.2% +$40 0.01% 356
2014
Q1 		$22K Buy
608
+50
+9% +$1.81K 0.01% 377
2013
Q4 		$20K Buy
558
+50
+10% +$1.72K 0.01% 373
2013
Q3 		$17K Buy
508
+321
+172% +$11.1K ﹤0.01% 348
2013
Q2 		$6K Buy
+187
New +$5.89K ﹤0.01% 467

Other funds holding SE

DC
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return
LAM
Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
KB
Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return