YMRC
SE

Yorktown Management & Research Company’s Spectra Energy Corp Wi SE Stock Holding History

Yorktown Management & Research Company’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
-6,000
Closed -$247K – 382
2016
Q4 		$247K Buy
+6,000
New +$249K 0.06% 265

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JC
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 17.92% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
KB
Kimelman & Baird New York $1.35B AUM 25.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

Yorktown Management & Research Company's SE Position: Q1 2017 in Review

Yorktown Management & Research Company sold out of Spectra Energy Corp Wi (SE) in Q1 2017, closing a stake of 6,000 shares — an estimated $247K sold.

Yorktown Management & Research Company first reported a position in SE in Q4 2016 and held it in 1 quarter. The position peaked at $247K in Q4 2016. 10 funds tracked by Wall St. Rank hold SE as of Q1 2017.

  • Yorktown Management & Research Company reported no remaining Spectra Energy Corp Wi position as of Q1 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 6,000 Spectra Energy Corp Wi shares in Q1 2017, an estimated $247K.
  • Yorktown Management & Research Company first reported a position in Spectra Energy Corp Wi in Q4 2016 and held it in 1 quarter.
  • Yorktown Management & Research Company's Spectra Energy Corp Wi position peaked at $247K in Q4 2016.
  • 10 funds tracked by Wall St. Rank held Spectra Energy Corp Wi as of Q1 2017.

Based on Yorktown Management & Research Company's 13F filing for Q1 2017, filed 4 May 2017.