BRWA
NGL icon

B. Riley Wealth Advisors’s NGL Energy Partners NGL Stock Holding History

B. Riley Wealth Advisors’s Portfolio NGL Stock Details NGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-49,507
Closed -$197K – 1074
2020
Q3 		$197K Buy
49,507
+7,341
+17% +$30.1K 0.01% 844
2020
Q2 		$165K Buy
42,166
+6,297
+18% +$29.5K 0.01% 787
2020
Q1 		$94K Sell
35,869
-1,869
-5% -$15.1K 0.01% 725
2019
Q4 		$428K Buy
37,738
+3,617
+11% +$40.3K 0.04% 485
2019
Q3 		$475K Sell
34,121
-973
-3% -$13.7K 0.05% 426
2019
Q2 		$519K Sell
35,094
-19,304
-35% -$277K 0.06% 363
2019
Q1 		$764K Sell
54,398
-7,388
-12% -$91.2K 0.1% 232
2018
Q4 		$593K Buy
61,786
+6,646
+12% +$68.1K 0.08% 256
2018
Q3 		$640K Buy
55,140
+2,567
+5% +$31.2K 0.08% 285
2018
Q2 		$658K Buy
52,573
+12,184
+30% +$143K 0.09% 255
2018
Q1 		$445K Buy
40,389
+18,833
+87% +$259K 0.06% 342
2017
Q4 		$303K Sell
21,556
-119
-0.5% -$1.47K 0.04% 442
2017
Q3 		$251K Buy
+21,675
New +$240K 0.04% 430
2015
Q1 		– Sell
-1,997
Closed -$56K – 1472
2014
Q4 		$56K Buy
+1,997
New +$65.6K ﹤0.01% 2032
2014
Q3 		– Sell
-1,989
Closed -$86.2K – 1439
2014
Q2 		$86.2K Buy
+1,989
New +$79.9K 0.02% 787

Other funds holding NGL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

B. Riley Wealth Advisors's NGL Position: Q4 2020 in Review

B. Riley Wealth Advisors sold out of NGL Energy Partners (NGL) in Q4 2020, closing a stake of 49,507 shares — an estimated $197K sold.

B. Riley Wealth Advisors first reported a position in NGL in Q2 2014 and held it in 15 quarters. The position peaked at $764K in Q1 2019. 95 funds tracked by Wall St. Rank hold NGL as of Q4 2020.

  • B. Riley Wealth Advisors reported no remaining NGL Energy Partners position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 49,507 NGL Energy Partners shares in Q4 2020, an estimated $197K.
  • B. Riley Wealth Advisors first reported a position in NGL Energy Partners in Q2 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's NGL Energy Partners position peaked at $764K in Q1 2019.
  • 95 funds tracked by Wall St. Rank held NGL Energy Partners as of Q4 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.