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 $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 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

Kimelman & Baird New York $1.36B AUM 26.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

JWA

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

Winch Advisory Services's SE Position: Q1 2017 in Review

Winch Advisory Services sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 257 shares — an estimated $11K sold.

Winch Advisory Services first reported a position in SE in Q1 2014 and held it in 11 quarters. The position peaked at $11K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

Winch Advisory Services reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
Winch Advisory Services sold 257 Spectra Energy Corp Wi shares in Q1 2017, an estimated $11K.
Winch Advisory Services first reported a position in Spectra Energy Corp Wi in Q1 2014 and held it in 11 quarters.
Winch Advisory Services's Spectra Energy Corp Wi position peaked at $11K in Q4 2016.
10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Winch Advisory Services's 13F filing for Q1 2017, filed 1 May 2017.