United Fire Group’s Spectra Energy Corp Wi SE Stock Holding History

United Fire Group’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	-94,096	Closed	-$3.87M	–	118
2016 Q4	$3.87M	Hold	94,096	–	–	1.43%	20
2016 Q3	$4.02M	Hold	94,096	–	–	1.6%	18
2016 Q2	$3.45M	Hold	94,096	–	–	1.38%	21
2016 Q1	$2.88M	Hold	94,096	–	–	1.21%	22
2015 Q4	$2.25M	Hold	94,096	–	–	0.96%	26
2015 Q3	$2.47M	Hold	94,096	–	–	1.12%	23
2015 Q2	$3.07M	Hold	94,096	–	–	1.28%	20
2015 Q1	$3.4M	Hold	94,096	–	–	1.43%	18
2014 Q4	$3.42M	Hold	94,096	–	–	1.42%	19
2014 Q3	$3.69M	Hold	94,096	–	–	1.62%	16
2014 Q2	$4M	Hold	94,096	–	–	1.73%	16
2014 Q1	$3.48M	Hold	94,096	–	–	1.53%	20
2013 Q4	$3.35M	Hold	94,096	–	–	1.5%	20
2013 Q3	$3.22M	Hold	94,096	–	–	1.6%	18
2013 Q2	$3.24M	Buy	+94,096	New	+$2.96M	1.68%	18

Other funds holding SE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 16.83% 1-Year Est. Return

FNB

Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return

Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

United Fire Group's SE Position: Q1 2017 in Review

United Fire Group sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 94,096 shares — an estimated $3.87M sold.

United Fire Group first reported a position in SE in Q2 2013 and held it in 15 quarters. The position peaked at $4.02M in Q3 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

United Fire Group reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
United Fire Group sold 94,096 Spectra Energy Corp Wi shares in Q1 2017, an estimated $3.87M.
United Fire Group first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 15 quarters.
United Fire Group's Spectra Energy Corp Wi position peaked at $4.02M in Q3 2016.
10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on United Fire Group's 13F filing for Q1 2017, filed 3 May 2017.