Advisor Group’s Southcross Energy Partners, L.P. SXE Stock Holding History

Advisor Group’s Portfolio SXE Stock Details SXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-250	Closed	–	–	4999
2016 Q4	$0	Buy	+250	New	+$354	﹤0.01%	4866
2016 Q3	–	Sell	-1,000	Closed	-$2K	–	4883
2016 Q2	$2K	Buy	+1,000	New	+$2.03K	﹤0.01%	4177

Other funds holding SXE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's SXE Position: Q1 2017 in Review

Advisor Group sold out of Southcross Energy Partners, L.P. (SXE) in Q1 2017, closing a stake of 250 shares.

Advisor Group first reported a position in SXE in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q2 2016. 27 funds tracked by Wall St. Rank hold SXE as of Q1 2017.

Advisor Group reported no remaining Southcross Energy Partners, L.P. position as of Q1 2017 after selling out during the quarter.
Advisor Group sold 250 Southcross Energy Partners, L.P. shares in Q1 2017.
Advisor Group first reported a position in Southcross Energy Partners, L.P. in Q2 2016 and held it in 2 quarters.
Advisor Group's Southcross Energy Partners, L.P. position peaked at $2K in Q2 2016.
27 funds tracked by Wall St. Rank held Southcross Energy Partners, L.P. as of Q1 2017.

Based on Advisor Group's 13F filing for Q1 2017, filed 15 May 2017.