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Sowell Financial Services’s Spectra Energy Corp Wi SE Stock Holding History

Sowell Financial Services’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
-5,706
Closed -$241K – 653
2016
Q4 		$241K Buy
+5,706
New +$236K 0.08% 173

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 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 16.83% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
KB
Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Sowell Financial Services's SE Position: Q1 2017 in Review

Sowell Financial Services sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 5,706 shares — an estimated $241K sold.

Sowell Financial Services first reported a position in SE in Q4 2016 and held it in 1 quarter. The position peaked at $241K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Sowell Financial Services reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 5,706 Spectra Energy Corp Wi shares in Q1 2017, an estimated $241K.
  • Sowell Financial Services first reported a position in Spectra Energy Corp Wi in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's Spectra Energy Corp Wi position peaked at $241K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.