TWA
SE

TCI Wealth Advisors’s Spectra Energy Corp Wi SE Stock Holding History

TCI Wealth Advisors’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
-452
Closed -$19K – 1458
2016
Q4 		$19K Buy
452
+90
+25% +$3.73K 0.01% 505
2016
Q3 		$15K Buy
362
+40
+12% +$1.52K 0.01% 495
2016
Q2 		$12K Hold
322
– – 0.01% 531
2016
Q1 		$10K Buy
322
+105
+48% +$2.96K 0.01% 594
2015
Q4 		$5K Buy
217
+68
+46% +$1.81K ﹤0.01% 731
2015
Q3 		$4K Sell
149
-500
-77% -$14.6K ﹤0.01% 699
2015
Q2 		$21K Hold
649
– – 0.01% 401
2015
Q1 		$23K Sell
649
-46
-7% -$1.61K 0.01% 339
2014
Q4 		$25K Buy
695
+100
+17% +$3.76K 0.02% 330
2014
Q3 		$23K Sell
595
-379
-39% -$15.6K 0.01% 321
2014
Q2 		$41K Buy
974
+46
+5% +$1.84K 0.02% 263
2014
Q1 		$34K Hold
928
– – 0.02% 267
2013
Q4 		$33K Sell
928
-50
-5% -$1.72K 0.02% 291
2013
Q3 		$33K Hold
978
– – 0.03% 241
2013
Q2 		$34K Buy
+978
New +$30.8K 0.03% 251

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 $1B AUM 15.98% 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