SWP
SEP

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

Stratos 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
-1,739
Closed -$62K – 2969
2018
Q3 		$62K Buy
+1,739
New +$64.4K ﹤0.01% 1363
2018
Q2 		– Sell
-1,710
Closed -$58K – 3046
2018
Q1 		$58K Buy
1,710
+12
+0.7% +$479 ﹤0.01% 1503
2017
Q4 		$67K Buy
+1,698
New +$71.4K ﹤0.01% 1379

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

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

Stratos Wealth Partners sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 1,739 shares — an estimated $62K sold.

Stratos Wealth Partners first reported a position in SEP in Q4 2017 and held it in 3 quarters. The position peaked at $67K in Q4 2017. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,739 Spectra Engy Parters Lp shares in Q4 2018, an estimated $62K.
  • Stratos Wealth Partners first reported a position in Spectra Engy Parters Lp in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Spectra Engy Parters Lp position peaked at $67K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.