SLAM
SE

Swiss Life Asset Management’s Spectra Energy Corp Wi SE Stock Holding History

Swiss Life Asset Management’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
-50,078
Closed -$2.06M – 539
2016
Q4 		$2.06M Buy
50,078
+846
+2% +$35.1K 0.07% 168
2016
Q3 		$2.1M Buy
49,232
+38,096
+342% +$1.45M 0.07% 146
2016
Q2 		$407K Hold
11,136
– – 0.02% 269
2016
Q1 		$340K Sell
11,136
-33,245
-75% -$938K 0.01% 304
2015
Q4 		$1.06M Buy
44,381
+33,349
+302% +$886K 0.05% 153
2015
Q3 		$290K Sell
11,032
-54,793
-83% -$1.59M 0.01% 277
2015
Q2 		$2.15M Hold
65,825
– – 0.08% 112
2015
Q1 		$2.38M Buy
+65,825
New +$2.3M 0.1% 110

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 $3.38B AUM 30.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Swiss Life Asset Management's SE Position: Q1 2017 in Review

Swiss Life Asset Management sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 50,078 shares — an estimated $2.06M sold.

Swiss Life Asset Management first reported a position in SE in Q1 2015 and held it in 8 quarters. The position peaked at $2.38M in Q1 2015. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Swiss Life Asset Management reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Swiss Life Asset Management sold 50,078 Spectra Energy Corp Wi shares in Q1 2017, an estimated $2.06M.
  • Swiss Life Asset Management first reported a position in Spectra Energy Corp Wi in Q1 2015 and held it in 8 quarters.
  • Swiss Life Asset Management's Spectra Energy Corp Wi position peaked at $2.38M in Q1 2015.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Swiss Life Asset Management's 13F filing for Q1 2017, filed 29 Dec 2025.