POIA
SEP

Pin Oak Investment Advisors’s Spectra Engy Parters Lp SEP Stock Holding History

Pin Oak Investment Advisors’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
Q4 		– Sell
-691
Closed -$25K – 466
2018
Q3 		$25K Sell
691
-400
-37% -$14.8K 0.02% 243
2018
Q2 		$39K Hold
1,091
– – 0.03% 209
2018
Q1 		$37K Hold
1,091
– – 0.03% 215
2017
Q4 		$43K Buy
+1,091
New +$45.9K 0.03% 204

Other funds holding SEP

CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Pin Oak Investment Advisors's SEP Position: Q4 2018 in Review

Pin Oak Investment Advisors sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 691 shares — an estimated $25K sold.

Pin Oak Investment Advisors first reported a position in SEP in Q4 2017 and held it in 4 quarters. The position peaked at $43K in Q4 2017. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Pin Oak Investment Advisors reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 691 Spectra Engy Parters Lp shares in Q4 2018, an estimated $25K.
  • Pin Oak Investment Advisors first reported a position in Spectra Engy Parters Lp in Q4 2017 and held it in 4 quarters.
  • Pin Oak Investment Advisors's Spectra Engy Parters Lp position peaked at $43K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2018, filed 26 Feb 2019.