Steward Partners Investment Advisory’s Spectra Engy Parters Lp SEP Stock Holding History

Steward Partners Investment Advisory’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	-1,925	Closed	-$69K	–	2561
2018 Q3	$69K	Buy	+1,925	New	+$71.3K	﹤0.01%	1069
2018 Q2	–	Sell	-476	Closed	-$16K	–	2613
2018 Q1	$16K	Buy	+476	New	+$19K	﹤0.01%	1429

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 $953M AUM 24.79% 1-Year Est. Return

Steward Partners Investment Advisory's SEP Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 1,925 shares — an estimated $69K sold.

Steward Partners Investment Advisory first reported a position in SEP in Q1 2018 and held it in 2 quarters. The position peaked at $69K in Q3 2018. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

Steward Partners Investment Advisory reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,925 Spectra Engy Parters Lp shares in Q4 2018, an estimated $69K.
Steward Partners Investment Advisory first reported a position in Spectra Engy Parters Lp in Q1 2018 and held it in 2 quarters.
Steward Partners Investment Advisory's Spectra Engy Parters Lp position peaked at $69K in Q3 2018.
3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.