Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s Spectra Energy Corp Wi SE Stock Holding History

Wealthspire Advisors (Maryland)’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
-12,957
Closed -$532K – 2103
2016
Q4 		$532K Sell
12,957
-1,982
-13% -$82.1K 0.08% 166
2016
Q3 		$639K Sell
14,939
-504
-3% -$19.2K 0.1% 142
2016
Q2 		$566K Buy
15,443
+33
+0.2% +$1.05K 0.09% 144
2016
Q1 		$472K Buy
15,410
+3,450
+29% +$97.3K 0.08% 165
2015
Q4 		$286K Buy
+11,960
New +$318K 0.05% 266

Other funds holding SE

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
LAM
Lebenthal Asset Management New York $807M AUM 16.83% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $479M AUM 22.18% 1-Year Est. Return
KB
Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SE Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 12,957 shares — an estimated $532K sold.

Wealthspire Advisors (Maryland) first reported a position in SE in Q4 2015 and held it in 5 quarters. The position peaked at $639K in Q3 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12,957 Spectra Energy Corp Wi shares in Q1 2017, an estimated $532K.
  • Wealthspire Advisors (Maryland) first reported a position in Spectra Energy Corp Wi in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Spectra Energy Corp Wi position peaked at $639K in Q3 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.