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Winton Group’s Spectra Energy Corp Wi SE Stock Holding History

Winton Group’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
-24,316
Closed -$999K – 525
2016
Q4 		$999K Buy
+24,316
New +$1.01M 0.03% 321
2015
Q2 		– Sell
-114,106
Closed -$4.13M – 415
2015
Q1 		$4.13M Buy
114,106
+59,830
+110% +$2.09M 0.03% 357
2014
Q4 		$1.97M Sell
54,276
-199,669
-79% -$7.52M 0.02% 384
2014
Q3 		$9.97M Buy
+253,945
New +$10.5M 0.07% 326

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
KF
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

Winton Group's SE Position: Q1 2017 in Review

Winton Group sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 24,316 shares — an estimated $999K sold.

Winton Group first reported a position in SE in Q3 2014 and held it in 4 quarters. The position peaked at $9.97M in Q3 2014. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Winton Group reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Winton Group sold 24,316 Spectra Energy Corp Wi shares in Q1 2017, an estimated $999K.
  • Winton Group first reported a position in Spectra Energy Corp Wi in Q3 2014 and held it in 4 quarters.
  • Winton Group's Spectra Energy Corp Wi position peaked at $9.97M in Q3 2014.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Winton Group's 13F filing for Q1 2017, filed 12 May 2017.