Stifel Financial
SE

Stifel Financial’s Spectra Energy Corp Wi SE Stock Holding History

Stifel Financial’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
-1,403,433
Closed -$57.7M – 2666
2016
Q4 		$57.7M Buy
1,403,433
+3,764
+0.3% +$156K 0.25% 97
2016
Q3 		$59.9M Buy
1,399,669
+65,123
+5% +$2.48M 0.27% 93
2016
Q2 		$48.9M Buy
1,334,546
+1,205,157
+931% +$38.4M 0.23% 109
2016
Q1 		$3.96M Buy
129,389
+11,275
+10% +$318K 0.02% 636
2015
Q4 		$2.83M Sell
118,114
-25,756
-18% -$684K 0.01% 805
2015
Q3 		$3.78M Sell
143,870
-15,563
-10% -$453K 0.02% 620
2015
Q2 		$5.17M Buy
159,433
+59,239
+59% +$2.11M 0.03% 554
2015
Q1 		$3.62M Buy
100,194
+2,872
+3% +$101K 0.02% 715
2014
Q4 		$3.53M Buy
97,322
+22,489
+30% +$847K 0.02% 690
2014
Q3 		$2.94M Sell
74,833
-657
-0.9% -$27.1K 0.03% 645
2014
Q2 		$3.21M Buy
75,490
+531
+0.7% +$21.3K 0.03% 613
2014
Q1 		$2.77M Buy
+74,959
New +$2.72M 0.03% 644

Other funds holding SE

DC
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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 $1B AUM 15.98% 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