PIA
SE

Piedmont Investment Advisors’s Spectra Energy Corp Wi SE Stock Holding History

Piedmont Investment 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
2017
Q1 		– Sell
-147,115
Closed -$6.04M – 701
2016
Q4 		$6.04M Buy
147,115
+3,172
+2% +$131K 0.12% 185
2016
Q3 		$6.15M Sell
143,943
-14,876
-9% -$566K 0.13% 173
2016
Q2 		$5.82M Buy
158,819
+8,270
+5% +$264K 0.12% 182
2016
Q1 		$4.61M Buy
150,549
+2,314
+2% +$65.3K 0.1% 191
2015
Q4 		$3.55M Buy
148,235
+1,311
+0.9% +$34.8K 0.07% 215
2015
Q3 		$3.86M Buy
146,924
+1,175
+0.8% +$34.2K 0.09% 210
2015
Q2 		$4.75M Buy
+145,749
New +$5.19M 0.1% 202

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 $3.38B AUM 30.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Piedmont Investment Advisors's SE Position: Q1 2017 in Review

Piedmont Investment Advisors sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 147,115 shares — an estimated $6.04M sold.

Piedmont Investment Advisors first reported a position in SE in Q2 2015 and held it in 7 quarters. The position peaked at $6.15M in Q3 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Piedmont Investment Advisors reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Piedmont Investment Advisors sold 147,115 Spectra Energy Corp Wi shares in Q1 2017, an estimated $6.04M.
  • Piedmont Investment Advisors first reported a position in Spectra Energy Corp Wi in Q2 2015 and held it in 7 quarters.
  • Piedmont Investment Advisors's Spectra Energy Corp Wi position peaked at $6.15M in Q3 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Piedmont Investment Advisors's 13F filing for Q1 2017, filed 30 May 2017.