WP
SEP

WealthPLAN Partners’s Spectra Engy Parters Lp SEP Stock Holding History

WealthPLAN Partners’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
2016
Q3 		– Sell
-190
Closed -$4.49K – 1112
2016
Q2 		$4.49K Buy
+190
New +$8.91K ﹤0.01% 2018

Other funds holding SEP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCCA
Center Coast Capital Advisors Houston, Texas $3.72B AUM 13.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's SEP Position: Q3 2016 in Review

WealthPLAN Partners sold out of Spectra Engy Parters Lp (SEP) in Q3 2016, closing a stake of 190 shares — an estimated $4.49K sold.

WealthPLAN Partners first reported a position in SEP in Q2 2016 and held it in 1 quarter. The position peaked at $4.49K in Q2 2016. 247 funds tracked by Wall St. Rank hold SEP as of Q3 2016.

  • WealthPLAN Partners reported no remaining Spectra Engy Parters Lp position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 190 Spectra Engy Parters Lp shares in Q3 2016, an estimated $4.49K.
  • WealthPLAN Partners first reported a position in Spectra Engy Parters Lp in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Spectra Engy Parters Lp position peaked at $4.49K in Q2 2016.
  • 247 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.