SC
SE

Schulhoff & Co’s Spectra Energy Corp Wi SE Stock Holding History

Schulhoff & Co’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
-8,413
Closed -$345K – 109
2016
Q4 		$345K Sell
8,413
-393
-4% -$16.3K 0.21% 77
2016
Q3 		$376K Hold
8,806
– – 0.23% 73
2016
Q2 		$322K Hold
8,806
– – 0.2% 80
2016
Q1 		$269K Sell
8,806
-30
-0.3% -$846 0.18% 85
2015
Q4 		$211K Sell
8,836
-580
-6% -$15.4K 0.14% 91
2015
Q3 		$247K Sell
9,416
-468
-5% -$13.6K 0.18% 85
2015
Q2 		$322K Hold
9,884
– – 0.21% 85
2015
Q1 		$357K Hold
9,884
– – 0.22% 82
2014
Q4 		$358K Buy
9,884
+100
+1% +$3.76K 0.22% 84
2014
Q3 		$384K Sell
9,784
-159
-2% -$6.55K 0.24% 79
2014
Q2 		$422K Buy
9,943
+805
+9% +$32.2K 0.26% 72
2014
Q1 		$338K Hold
9,138
– – 0.23% 80
2013
Q4 		$325K Hold
9,138
– – 0.22% 81
2013
Q3 		$313K Sell
9,138
-390
-4% -$13.5K 0.23% 78
2013
Q2 		$328K Buy
+9,528
New +$300K 0.25% 69

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 $3.11B AUM 20.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return