WWMSC
SEP

Wagner Wealth Management (South Carolina)’s Spectra Engy Parters Lp SEP Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$8K Hold
217
– – 0.01% 454
2018
Q2 		$8K Buy
+217
New +$7.08K 0.01% 427

Other funds holding SEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SEP Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Spectra Engy Parters Lp (SEP) position steady in Q3 2018 at 217 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #454.

Wagner Wealth Management (South Carolina) first reported a position in SEP in Q2 2018 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold SEP as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 217 shares of Spectra Engy Parters Lp worth $8K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Spectra Engy Parters Lp share count unchanged in Q3 2018.
  • Spectra Engy Parters Lp made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #454 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Spectra Engy Parters Lp in Q2 2018 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.