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Paradigm Financial Advisors’s Spectra Energy Corp Wi SE Stock Holding History

Paradigm Financial Advisors’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
Q2 		– Sell
-507
Closed -$19K – 250
2014
Q1 		$19K Hold
507
– – 0.02% 171
2013
Q4 		$18K Buy
+507
New +$17.4K 0.02% 191

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Paradigm Financial Advisors's SE Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Spectra Energy Corp Wi (SE) in Q2 2014, closing a stake of 507 shares — an estimated $19K sold.

Paradigm Financial Advisors first reported a position in SE in Q4 2013 and held it in 2 quarters. The position peaked at $19K in Q1 2014. 769 funds tracked by Wall St. Rank hold SE as of Q2 2014.

  • Paradigm Financial Advisors reported no remaining Spectra Energy Corp Wi position as of Q2 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 507 Spectra Energy Corp Wi shares in Q2 2014, an estimated $19K.
  • Paradigm Financial Advisors first reported a position in Spectra Energy Corp Wi in Q4 2013 and held it in 2 quarters.
  • Paradigm Financial Advisors's Spectra Energy Corp Wi position peaked at $19K in Q1 2014.
  • 769 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.