WEC
SEP

Winslow Evans & Crocker’s Spectra Engy Parters Lp SEP Stock Holding History

Winslow Evans & Crocker’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
2018
Q4 		– Sell
-7,202
Closed -$258K – 1149
2018
Q3 		$258K Hold
7,202
– – 0.08% 237
2018
Q2 		$256K Hold
7,202
– – 0.08% 225
2018
Q1 		$242K Hold
7,202
– – 0.08% 227
2017
Q4 		$285K Hold
7,202
– – 0.09% 211
2017
Q3 		$320K Sell
7,202
-4,200
-37% -$187K 0.11% 198
2017
Q2 		$492K Buy
11,402
+8,400
+280% +$365K 0.14% 176
2017
Q1 		$131K Sell
3,002
-700
-19% -$31.3K 0.04% 367
2016
Q4 		$170K Sell
3,702
-4,200
-53% -$183K 0.05% 310
2016
Q3 		$345K Hold
7,902
– – 0.1% 206
2016
Q2 		$373K Hold
7,902
– – 0.11% 184
2016
Q1 		$380K Hold
7,902
– – 0.11% 175
2015
Q4 		$377K Buy
+7,902
New +$337K 0.11% 196
2014
Q2 		– Sell
-400
Closed -$19.6K – 1342
2014
Q1 		$19.6K Hold
400
– – 0.01% 682
2013
Q4 		$18K Buy
+400
New +$17.5K 0.01% 738

Other funds holding SEP

CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Winslow Evans & Crocker's SEP Position: Q4 2018 in Review

Winslow Evans & Crocker sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 7,202 shares — an estimated $258K sold.

Winslow Evans & Crocker first reported a position in SEP in Q4 2013 and held it in 14 quarters. The position peaked at $492K in Q2 2017. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Winslow Evans & Crocker reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 7,202 Spectra Engy Parters Lp shares in Q4 2018, an estimated $258K.
  • Winslow Evans & Crocker first reported a position in Spectra Engy Parters Lp in Q4 2013 and held it in 14 quarters.
  • Winslow Evans & Crocker's Spectra Engy Parters Lp position peaked at $492K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Winslow Evans & Crocker's 13F filing for Q4 2018, filed 23 Jan 2019.