Sargent Bickham Lagudis’s Spectra Engy Parters Lp SEP Stock Holding History

Sargent Bickham Lagudis’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	-800	Closed	-$29K	–	820
2018 Q3	$29K	Hold	800	–	–	﹤0.01%	448
2018 Q2	$28K	Buy	800 +154	+24%	+$5.02K	﹤0.01%	444
2018 Q1	$22K	Buy	646 +146	+29%	+$5.83K	﹤0.01%	467
2017 Q4	$20K	Hold	500	–	–	﹤0.01%	498
2017 Q3	$22K	Hold	500	–	–	﹤0.01%	485
2017 Q2	$21K	Hold	500	–	–	﹤0.01%	476
2017 Q1	$22K	Hold	500	–	–	﹤0.01%	479
2016 Q4	$23K	Buy	+500	New	+$21.7K	﹤0.01%	449

Other funds holding SEP

CVSCT

C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Sargent Bickham Lagudis's SEP Position: Q4 2018 in Review

Sargent Bickham Lagudis sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 800 shares — an estimated $29K sold.

Sargent Bickham Lagudis first reported a position in SEP in Q4 2016 and held it in 8 quarters. The position peaked at $29K in Q3 2018. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

Sargent Bickham Lagudis reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 800 Spectra Engy Parters Lp shares in Q4 2018, an estimated $29K.
Sargent Bickham Lagudis first reported a position in Spectra Engy Parters Lp in Q4 2016 and held it in 8 quarters.
Sargent Bickham Lagudis's Spectra Engy Parters Lp position peaked at $29K in Q3 2018.
3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2018, filed 13 Sep 2021.