WCM Investment Management
SE

WCM Investment Management’s Spectra Energy Corp Wi SE Stock Holding History

WCM Investment Management’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
2015
Q3 		– Sell
-10,010
Closed -$326K – 120
2015
Q2 		$326K Sell
10,010
-75
-0.7% -$2.67K 0.01% 111
2015
Q1 		$365K Sell
10,085
-695
-6% -$24.3K 0.01% 132
2014
Q4 		$391K Buy
10,780
+20
+0.2% +$753 0.01% 107
2014
Q3 		$422K Sell
10,760
-80
-0.7% -$3.29K 0.01% 101
2014
Q2 		$460K Buy
10,840
+125
+1% +$5.01K 0.01% 124
2014
Q1 		$396K Buy
10,715
+120
+1% +$4.35K 0.01% 124
2013
Q4 		$377K Hold
10,595
– – 0.01% 118
2013
Q3 		$363K Buy
10,595
+3,275
+45% +$113K 0.02% 113
2013
Q2 		$252K Buy
+7,320
New +$230K 0.01% 134

Other funds holding SE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WCM Investment Management's SE Position: Q3 2015 in Review

WCM Investment Management sold out of Spectra Energy Corp Wi (SE) in Q3 2015, closing a stake of 10,010 shares — an estimated $326K sold.

WCM Investment Management first reported a position in SE in Q2 2013 and held it in 9 quarters. The position peaked at $460K in Q2 2014. 754 funds tracked by Wall St. Rank hold SE as of Q3 2015.

  • WCM Investment Management reported no remaining Spectra Energy Corp Wi position as of Q3 2015 after selling out during the quarter.
  • WCM Investment Management sold 10,010 Spectra Energy Corp Wi shares in Q3 2015, an estimated $326K.
  • WCM Investment Management first reported a position in Spectra Energy Corp Wi in Q2 2013 and held it in 9 quarters.
  • WCM Investment Management's Spectra Energy Corp Wi position peaked at $460K in Q2 2014.
  • 754 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q3 2015.

Based on WCM Investment Management's 13F filing for Q3 2015, filed 6 Nov 2015.