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

B. Riley Wealth Management’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
2015
Q3 		– Sell
-2,800
Closed -$84K – 540
2015
Q2 		$84K Hold
2,800
– – 0.07% 309
2015
Q1 		$73K Buy
2,800
+500
+22% +$14.1K 0.05% 347
2014
Q4 		$64K Sell
2,300
-3,730
-62% -$122K 0.05% 350
2014
Q3 		$237K Buy
6,030
+4,270
+243% +$182K 0.18% 160
2014
Q2 		$76K Sell
1,760
-4,240
-71% -$170K 0.05% 396
2014
Q1 		$225K Buy
+6,000
New +$215K 0.17% 165

Other funds holding NGL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

B. Riley Wealth Management's NGL Position: Q3 2015 in Review

B. Riley Wealth Management sold out of NGL Energy Partners (NGL) in Q3 2015, closing a stake of 2,800 shares — an estimated $84K sold.

B. Riley Wealth Management first reported a position in NGL in Q1 2014 and held it in 6 quarters. The position peaked at $237K in Q3 2014. 110 funds tracked by Wall St. Rank hold NGL as of Q3 2015.

  • B. Riley Wealth Management reported no remaining NGL Energy Partners position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,800 NGL Energy Partners shares in Q3 2015, an estimated $84K.
  • B. Riley Wealth Management first reported a position in NGL Energy Partners in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's NGL Energy Partners position peaked at $237K in Q3 2014.
  • 110 funds tracked by Wall St. Rank held NGL Energy Partners as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.