SEIA
SE

Signature Estate & Investment Advisors’s Spectra Energy Corp Wi SE Stock Holding History

Signature Estate & Investment Advisors’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
-8,592
Closed -$353K – 206
2016
Q4 		$353K Buy
8,592
+179
+2% +$7.42K 0.05% 101
2016
Q3 		$360K Buy
8,413
+2,983
+55% +$114K 0.05% 90
2016
Q2 		$199K Buy
+5,430
New +$173K 0.03% 114

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 $424B AUM 22.96% 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 17.92% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
KB
Kimelman & Baird New York $1.35B AUM 25.94% 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 $3.38B AUM 30.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Signature Estate & Investment Advisors's SE Position: Q1 2017 in Review

Signature Estate & Investment Advisors sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 8,592 shares — an estimated $353K sold.

Signature Estate & Investment Advisors first reported a position in SE in Q2 2016 and held it in 3 quarters. The position peaked at $360K in Q3 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Signature Estate & Investment Advisors reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 8,592 Spectra Energy Corp Wi shares in Q1 2017, an estimated $353K.
  • Signature Estate & Investment Advisors first reported a position in Spectra Energy Corp Wi in Q2 2016 and held it in 3 quarters.
  • Signature Estate & Investment Advisors's Spectra Energy Corp Wi position peaked at $360K in Q3 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.