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Stuart Chaussee & Associates’s Sempra SRE Stock Holding History

Stuart Chaussee & Associates’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-20
Closed -$1K – 120
2017
Q4 		$1K Hold
20
– – ﹤0.01% 119
2017
Q3 		$1K Hold
20
– – ﹤0.01% 89
2017
Q2 		$1K Buy
+20
New +$1.13K ﹤0.01% 87

Other funds holding SRE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stuart Chaussee & Associates's SRE Position: Q1 2018 in Review

Stuart Chaussee & Associates sold out of Sempra (SRE) in Q1 2018, closing a stake of 20 shares — an estimated $1K sold.

Stuart Chaussee & Associates first reported a position in SRE in Q2 2017 and held it in 3 quarters. The position peaked at $1K in Q4 2017. 659 funds tracked by Wall St. Rank hold SRE as of Q1 2018.

  • Stuart Chaussee & Associates reported no remaining Sempra position as of Q1 2018 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 20 Sempra shares in Q1 2018, an estimated $1K.
  • Stuart Chaussee & Associates first reported a position in Sempra in Q2 2017 and held it in 3 quarters.
  • Stuart Chaussee & Associates's Sempra position peaked at $1K in Q4 2017.
  • 659 funds tracked by Wall St. Rank held Sempra as of Q1 2018.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2018, filed 19 Apr 2018.