United Capital Financial Advisors’s Spectra Engy Parters Lp SEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-14,977
| Closed | -$592K | – | 1390 |
|
|
2017
Q4 | $592K | Sell |
14,977
-1,261
| -8% | -$49.8K | ﹤0.01% | 914 |
|
|
2017
Q3 | $721K | Sell |
16,238
-4,430
| -21% | -$197K | 0.01% | 861 |
|
|
2017
Q2 | $887K | Sell |
20,668
-2,882
| -12% | -$124K | 0.01% | 798 |
|
|
2017
Q1 | $1.03M | Sell |
23,550
-1,105
| -4% | -$48.2K | 0.01% | 736 |
|
|
2016
Q4 | $1.13M | Buy |
24,655
+11,327
| +85% | +$519K | 0.01% | 722 |
|
|
2016
Q3 | $582K | Buy |
+13,328
| New | +$582K | 0.01% | 917 |
|
|
2016
Q2 | – | Sell |
-4,310
| Closed | -$207K | – | 1307 |
|
|
2016
Q1 | $207K | Sell |
4,310
-1,989
| -32% | -$95.5K | ﹤0.01% | 1113 |
|
|
2015
Q4 | $300K | Sell |
6,299
-22,785
| -78% | -$1.09M | ﹤0.01% | 1019 |
|
|
2015
Q3 | $1.17M | Buy |
29,084
+18,046
| +163% | +$726K | 0.01% | 651 |
|
|
2015
Q2 | $509K | Buy |
+11,038
| New | +$509K | 0.01% | 913 |
|