VWA
SEP

V Wealth Advisors’s Spectra Engy Parters Lp SEP Stock Holding History

V Wealth Advisors’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-210
Closed -$9K – 805
2017
Q2 		$9K Buy
+210
New +$9.13K ﹤0.01% 594

Other funds holding SEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

V Wealth Advisors's SEP Position: Q3 2017 in Review

V Wealth Advisors sold out of Spectra Engy Parters Lp (SEP) in Q3 2017, closing a stake of 210 shares — an estimated $9K sold.

V Wealth Advisors first reported a position in SEP in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 247 funds tracked by Wall St. Rank hold SEP as of Q3 2017.

  • V Wealth Advisors reported no remaining Spectra Engy Parters Lp position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 210 Spectra Engy Parters Lp shares in Q3 2017, an estimated $9K.
  • V Wealth Advisors first reported a position in Spectra Engy Parters Lp in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Spectra Engy Parters Lp position peaked at $9K in Q2 2017.
  • 247 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.