YWP
SEP

YorkBridge Wealth Partners’s Spectra Engy Parters Lp SEP Stock Holding History

YorkBridge Wealth Partners’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
2017
Q1 		– Sell
-96
Closed -$4K – 949
2016
Q4 		$4K Buy
+96
New +$4.17K ﹤0.01% 700

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AA
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CCCA
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American Century Companies
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Neuberger Berman Group
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MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

YorkBridge Wealth Partners sold out of Spectra Engy Parters Lp (SEP) in Q1 2017, closing a stake of 96 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in SEP in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 244 funds tracked by Wall St. Rank hold SEP as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Spectra Engy Parters Lp position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 96 Spectra Engy Parters Lp shares in Q1 2017, an estimated $4K.
  • YorkBridge Wealth Partners first reported a position in Spectra Engy Parters Lp in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Spectra Engy Parters Lp position peaked at $4K in Q4 2016.
  • 244 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q1 2017.

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