W
SE

Wealthfront’s Spectra Energy Corp Wi SE Stock Holding History

Wealthfront’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
-17,822
Closed -$732K – 436
2016
Q4 		$732K Buy
17,822
+297
+2% +$12.3K 0.02% 144
2016
Q3 		$749K Buy
17,525
+2,286
+15% +$87K 0.02% 139
2016
Q2 		$558K Buy
15,239
+1,191
+8% +$38K 0.02% 155
2016
Q1 		$430K Buy
+14,048
New +$396K 0.01% 173
2015
Q4 		– Sell
-5,236
Closed -$138K – 1299
2015
Q3 		$138K Buy
5,236
+3,248
+163% +$94.5K 0.01% 353
2015
Q2 		$65K Sell
1,988
-5,458
-73% -$194K ﹤0.01% 473
2015
Q1 		$269K Buy
7,446
+4,640
+165% +$162K 0.01% 183
2014
Q4 		$102K Sell
2,806
-922
-25% -$34.7K 0.01% 353
2014
Q3 		$146K Buy
3,728
+741
+25% +$30.5K 0.01% 214
2014
Q2 		$127K Buy
2,987
+973
+48% +$39K 0.01% 176
2014
Q1 		$76K Buy
+2,014
New +$73.1K 0.01% 187

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return
LAM
Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
KB
Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return