AR
SXE

Advisory Research’s Southcross Energy Partners, L.P. SXE Stock Holding History

Advisory Research’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
2016
Q1 		– Sell
-2,955,557
Closed -$10.5M – 300
2015
Q4 		$10.5M Sell
2,955,557
-15,280
-0.5% -$72.1K 0.16% 128
2015
Q3 		$14.6M Buy
2,970,837
+12,595
+0.4% +$105K 0.21% 123
2015
Q2 		$32.8M Buy
2,958,242
+369,470
+14% +$5.13M 0.37% 77
2015
Q1 		$36.2M Buy
2,588,772
+163,920
+7% +$2.15M 0.4% 65
2014
Q4 		$38.6M Buy
2,424,852
+66,506
+3% +$1.18M 0.4% 70
2014
Q3 		$50.4M Sell
2,358,346
-16,360
-0.7% -$370K 0.49% 62
2014
Q2 		$54.6M Buy
2,374,706
+297,146
+14% +$5.5M 0.51% 61
2014
Q1 		$35.2M Buy
2,077,560
+277,100
+15% +$4.9M 0.36% 69
2013
Q4 		$32.5M Sell
1,800,460
-14,225
-0.8% -$268K 0.33% 77
2013
Q3 		$30.5M Buy
1,814,685
+213,000
+13% +$4.36M 0.33% 79
2013
Q2 		$36.8M Buy
+1,601,685
New +$34.4M 0.42% 69

Other funds holding SXE

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisory Research's SXE Position: Q1 2016 in Review

Advisory Research sold out of Southcross Energy Partners, L.P. (SXE) in Q1 2016, closing a stake of 2,955,557 shares — an estimated $10.5M sold.

Advisory Research first reported a position in SXE in Q2 2013 and held it in 11 quarters. The position peaked at $54.6M in Q2 2014. 30 funds tracked by Wall St. Rank hold SXE as of Q1 2016.

  • Advisory Research reported no remaining Southcross Energy Partners, L.P. position as of Q1 2016 after selling out during the quarter.
  • Advisory Research sold 2,955,557 Southcross Energy Partners, L.P. shares in Q1 2016, an estimated $10.5M.
  • Advisory Research first reported a position in Southcross Energy Partners, L.P. in Q2 2013 and held it in 11 quarters.
  • Advisory Research's Southcross Energy Partners, L.P. position peaked at $54.6M in Q2 2014.
  • 30 funds tracked by Wall St. Rank held Southcross Energy Partners, L.P. as of Q1 2016.

Based on Advisory Research's 13F filing for Q1 2016, filed 16 May 2016.