TWMP
SE

Taylor Wealth Management Partners’s Spectra Energy Corp Wi SE Stock Holding History

Taylor Wealth Management Partners’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
2015
Q2 		– Sell
-188
Closed -$7K – 210
2015
Q1 		$7K Buy
+188
New +$6.58K ﹤0.01% 155

Other funds holding SE

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Capital Research Global Investors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Taylor Wealth Management Partners's SE Position: Q2 2015 in Review

Taylor Wealth Management Partners sold out of Spectra Energy Corp Wi (SE) in Q2 2015, closing a stake of 188 shares — an estimated $7K sold.

Taylor Wealth Management Partners first reported a position in SE in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 778 funds tracked by Wall St. Rank hold SE as of Q2 2015.

  • Taylor Wealth Management Partners reported no remaining Spectra Energy Corp Wi position as of Q2 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 188 Spectra Energy Corp Wi shares in Q2 2015, an estimated $7K.
  • Taylor Wealth Management Partners first reported a position in Spectra Energy Corp Wi in Q1 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's Spectra Energy Corp Wi position peaked at $7K in Q1 2015.
  • 778 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q2 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2015, filed 6 Nov 2015.