PSUF
SE

People's United Financial’s Spectra Energy Corp Wi SE Stock Holding History

People's United Financial’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
-40,191
Closed -$1.65M – 1095
2016
Q4 		$1.65M Buy
40,191
+119
+0.3% +$4.93K 0.06% 241
2016
Q3 		$1.71M Sell
40,072
-6,596
-14% -$251K 0.09% 172
2016
Q2 		$1.71M Sell
46,668
-25,895
-36% -$826K 0.09% 170
2016
Q1 		$2.22M Sell
72,563
-33,195
-31% -$937K 0.12% 147
2015
Q4 		$2.53M Sell
105,758
-2,267
-2% -$60.2K 0.13% 137
2015
Q3 		$2.84M Sell
108,025
-30,502
-22% -$888K 0.16% 126
2015
Q2 		$4.51M Sell
138,527
-7,030
-5% -$250K 0.24% 102
2015
Q1 		$5.26M Buy
145,557
+2,121
+1% +$74.2K 0.27% 89
2014
Q4 		$5.21M Sell
143,436
-15,074
-10% -$567K 0.27% 90
2014
Q3 		$6.22M Buy
158,510
+2,817
+2% +$116K 0.33% 76
2014
Q2 		$6.61M Buy
155,693
+7,826
+5% +$313K 0.35% 71
2014
Q1 		$5.46M Buy
147,867
+20,859
+16% +$757K 0.33% 75
2013
Q4 		$4.52M Buy
127,008
+6,492
+5% +$223K 0.26% 85
2013
Q3 		$4.13M Buy
120,516
+33,418
+38% +$1.15M 0.26% 83
2013
Q2 		$3M Buy
+87,098
New +$2.74M 0.2% 89

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
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 $1.1B AUM 21.5% 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

People's United Financial's SE Position: Q1 2017 in Review

People's United Financial sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 40,191 shares — an estimated $1.65M sold.

People's United Financial first reported a position in SE in Q2 2013 and held it in 15 quarters. The position peaked at $6.61M in Q2 2014. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • People's United Financial reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • People's United Financial sold 40,191 Spectra Energy Corp Wi shares in Q1 2017, an estimated $1.65M.
  • People's United Financial first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 15 quarters.
  • People's United Financial's Spectra Energy Corp Wi position peaked at $6.61M in Q2 2014.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on People's United Financial's 13F filing for Q1 2017, filed 12 May 2017.