Risk Paradigm Group’s Spectra Energy Corp Wi SE Stock Holding History

Risk Paradigm Group’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	-300	Closed	-$12.3K	–	271
2016 Q4	$12.3K	Hold	300	–	–	0.01%	219
2016 Q3	$12.8K	Hold	300	–	–	0.01%	237
2016 Q2	$11K	Buy	+300	New	+$9.56K	0.01%	220
2016 Q1	–	Sell	-2,448	Closed	-$58.6K	–	258
2015 Q4	$58.6K	Buy	2,448 +1,502	+159%	+$39.9K	0.07%	126
2015 Q3	$24.9K	Buy	946 +646	+215%	+$18.8K	0.05%	137
2015 Q2	$9.78K	Hold	300	–	–	0.01%	219
2015 Q1	$10.9K	Buy	+300	New	+$10.5K	0.01%	214

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Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return

Thrivent Financial for Lutherans

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Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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