Winch Advisory Services’s Spectra Energy Corp Wi SE Stock Holding History

Winch Advisory Services’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	-257	Closed	-$11K	–	326
2016 Q4	$11K	Buy	257 +1	+0.4%	+$41	0.01%	149
2016 Q3	$11K	Buy	256 +1	+0.4%	+$38	0.01%	152
2016 Q2	$9K	Buy	255 +168	+193%	+$5.36K	0.01%	158
2016 Q1	$3K	Buy	87 +1	+1%	+$28	﹤0.01%	193
2015 Q4	$2K	Buy	86 +1	+1%	+$27	﹤0.01%	230
2015 Q3	$2K	Buy	85 +2	+2%	+$58	﹤0.01%	211
2015 Q2	$3K	Hold	83	–	–	﹤0.01%	247
2015 Q1	$3K	Buy	+83	New	+$2.9K	﹤0.01%	258
2014 Q4	–	Sell	-81	Closed	-$3K	–	220
2014 Q3	$3K	Buy	81 +1	+1%	+$41	﹤0.01%	200
2014 Q2	$3K	Hold	80	–	–	﹤0.01%	228
2014 Q1	$3K	Buy	+80	New	+$2.9K	﹤0.01%	240

Other funds holding SE

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return

Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return

Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return