RWP
SEP

RWA Wealth Partners’s Spectra Engy Parters Lp SEP Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-200
Closed -$7K – 801
2018
Q2 		$7K Hold
200
– – ﹤0.01% 656
2018
Q1 		$7K Buy
+200
New +$7.99K ﹤0.01% 473

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BC
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JP Morgan Chase
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CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWA Wealth Partners's SEP Position: Q3 2018 in Review

RWA Wealth Partners sold out of Spectra Engy Parters Lp (SEP) in Q3 2018, closing a stake of 200 shares — an estimated $7K sold.

RWA Wealth Partners first reported a position in SEP in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 225 funds tracked by Wall St. Rank hold SEP as of Q3 2018.

  • RWA Wealth Partners reported no remaining Spectra Engy Parters Lp position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 200 Spectra Engy Parters Lp shares in Q3 2018, an estimated $7K.
  • RWA Wealth Partners first reported a position in Spectra Engy Parters Lp in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Spectra Engy Parters Lp position peaked at $7K in Q2 2018.
  • 225 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.