YWP
SE

YorkBridge Wealth Partners’s Spectra Energy Corp Wi SE Stock Holding History

YorkBridge Wealth Partners’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
-10,302
Closed -$430K – 969
2016
Q4 		$430K Buy
+10,302
New +$427K 0.25% 90

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JC
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BFG
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LAM
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FNB
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KB
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Thrivent Financial for Lutherans
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KF
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JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

YorkBridge Wealth Partners's SE Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 10,302 shares — an estimated $430K sold.

YorkBridge Wealth Partners first reported a position in SE in Q4 2016 and held it in 1 quarter. The position peaked at $430K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 10,302 Spectra Energy Corp Wi shares in Q1 2017, an estimated $430K.
  • YorkBridge Wealth Partners first reported a position in Spectra Energy Corp Wi in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Spectra Energy Corp Wi position peaked at $430K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.