SLI
SE

Sumitomo Life Insurance’s Spectra Energy Corp Wi SE Stock Holding History

Sumitomo Life Insurance’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
-22,968
Closed -$944K – 291
2016
Q4 		$944K Buy
22,968
+511
+2% +$21.2K 0.13% 224
2016
Q3 		$960K Sell
22,457
-2,725
-11% -$104K 0.14% 231
2016
Q2 		$922K Sell
25,182
-963
-4% -$30.7K 0.13% 235
2016
Q1 		$800K Sell
26,145
-688
-3% -$19.4K 0.1% 251
2015
Q4 		$642K Sell
26,833
-25,714
-49% -$683K 0.08% 266
2015
Q3 		$1.38M Sell
52,547
-1,339
-2% -$39K 0.18% 191
2015
Q2 		$1.76M Sell
53,886
-6,668
-11% -$237K 0.21% 169
2015
Q1 		$2.19M Sell
60,554
-6,409
-10% -$224K 0.24% 143
2014
Q4 		$2.43M Sell
66,963
-3,705
-5% -$139K 0.24% 149
2014
Q3 		$2.77M Sell
70,668
-1,935
-3% -$79.7K 0.27% 121
2014
Q2 		$3.08M Buy
72,603
+377
+0.5% +$15.1K 0.29% 114
2014
Q1 		$2.67M Sell
72,226
-6,102
-8% -$221K 0.26% 137
2013
Q4 		$2.79M Sell
78,328
-4,347
-5% -$150K 0.25% 142
2013
Q3 		$2.83M Sell
82,675
-3,016
-4% -$104K 0.26% 135
2013
Q2 		$2.95M Buy
+85,691
New +$2.7M 0.28% 121

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
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 $1.1B AUM 21.5% 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