Wilbanks Smith & Thomas Asset Management
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Wilbanks Smith & Thomas Asset Management’s Spectra Energy Corp Wi SE Stock Holding History

Wilbanks Smith & Thomas Asset 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
2017
Q1 		– Sell
-5,272
Closed -$217K – 352
2016
Q4 		$217K Sell
5,272
-225
-4% -$9.32K 0.02% 271
2016
Q3 		$235K Hold
5,497
– – 0.02% 249
2016
Q2 		$201K Buy
+5,497
New +$175K 0.02% 272

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JC
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BFG
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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

Wilbanks Smith & Thomas Asset Management's SE Position: Q1 2017 in Review

Wilbanks Smith & Thomas Asset Management sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 5,272 shares — an estimated $217K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SE in Q2 2016 and held it in 3 quarters. The position peaked at $235K in Q3 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 5,272 Spectra Energy Corp Wi shares in Q1 2017, an estimated $217K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Spectra Energy Corp Wi in Q2 2016 and held it in 3 quarters.
  • Wilbanks Smith & Thomas Asset Management's Spectra Energy Corp Wi position peaked at $235K in Q3 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2017, filed 12 May 2017.