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Stanford Investment Group’s Spectra Energy Corp Wi SE Stock Holding History

Stanford Investment Group’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
-450
Closed -$18K – 356
2016
Q4 		$18K Sell
450
-450
-50% -$18.6K 0.01% 262
2016
Q3 		$38K Hold
900
– – 0.02% 180
2016
Q2 		$33K Hold
900
– – 0.02% 191
2016
Q1 		$28K Hold
900
– – 0.02% 204
2015
Q4 		$22K Sell
900
-1,275
-59% -$33.9K 0.01% 213
2015
Q3 		$57K Hold
2,175
– – 0.04% 115
2015
Q2 		$71K Hold
2,175
– – 0.05% 110
2015
Q1 		$79K Hold
2,175
– – 0.06% 102
2014
Q4 		$79K Buy
+2,175
New +$81.9K 0.07% 104

Other funds holding SE

Davenport & Co
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
Krilogy Financial
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

Stanford Investment Group's SE Position: Q1 2017 in Review

Stanford Investment Group sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 450 shares — an estimated $18K sold.

Stanford Investment Group first reported a position in SE in Q4 2014 and held it in 9 quarters. The position peaked at $79K in Q1 2015. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Stanford Investment Group reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 450 Spectra Energy Corp Wi shares in Q1 2017, an estimated $18K.
  • Stanford Investment Group first reported a position in Spectra Energy Corp Wi in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Spectra Energy Corp Wi position peaked at $79K in Q1 2015.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.