SWP
SEP

Strategic Wealth Partners’s Spectra Engy Parters Lp SEP Stock Holding History

Strategic Wealth Partners’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
-28
Closed -$1K – 734
2018
Q3 		$1K Buy
28
+1
+4% +$37 ﹤0.01% 633
2018
Q2 		$1K Hold
27
– – ﹤0.01% 739
2018
Q1 		$1K Sell
27
-605
-96% -$24.2K ﹤0.01% 782
2017
Q4 		$27K Buy
+632
New +$26.6K 0.02% 286

Other funds holding SEP

CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Strategic Wealth Partners's SEP Position: Q4 2018 in Review

Strategic Wealth Partners sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 28 shares — an estimated $1K sold.

Strategic Wealth Partners first reported a position in SEP in Q4 2017 and held it in 4 quarters. The position peaked at $27K in Q4 2017. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Strategic Wealth Partners reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 28 Spectra Engy Parters Lp shares in Q4 2018, an estimated $1K.
  • Strategic Wealth Partners first reported a position in Spectra Engy Parters Lp in Q4 2017 and held it in 4 quarters.
  • Strategic Wealth Partners's Spectra Engy Parters Lp position peaked at $27K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Strategic Wealth Partners's 13F filing for Q4 2018, filed 24 Jan 2019.