Baldwin Wealth Partners’s NGL Energy Partners NGL Stock Holding History

Baldwin Wealth Partners’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	-750	Closed	-$3K	–	563
2020 Q3	$3K	Hold	750	–	–	﹤0.01%	496
2020 Q2	$3K	Sell	750 -6,500	-90%	-$30.4K	﹤0.01%	495
2020 Q1	$19K	Sell	7,250 -12,881	-64%	-$104K	﹤0.01%	382
2019 Q4	$228K	Hold	20,131	–	–	0.03%	169
2019 Q3	$280K	Hold	20,131	–	–	0.04%	146
2019 Q2	$297K	Hold	20,131	–	–	0.04%	169
2019 Q1	$282K	Hold	20,131	–	–	0.04%	178
2018 Q4	$193K	Hold	20,131	–	–	0.03%	192
2018 Q3	$234K	Buy	20,131 +9,588	+91%	+$117K	0.03%	192
2018 Q2	$132K	Buy	10,543 +3,293	+45%	+$38.6K	0.02%	231
2018 Q1	$80K	Hold	7,250	–	–	0.01%	256
2017 Q4	$102K	Buy	7,250 +1,000	+16%	+$12.4K	0.02%	246
2017 Q3	$72K	Hold	6,250	–	–	0.01%	259
2017 Q2	$88K	Hold	6,250	–	–	0.01%	247
2017 Q1	$141K	Hold	6,250	–	–	0.02%	205
2016 Q4	$131K	Hold	6,250	–	–	0.02%	202
2016 Q3	$118K	Hold	6,250	–	–	0.02%	212
2016 Q2	$121K	Buy	6,250 +2,000	+47%	+$27.8K	0.02%	194
2016 Q1	$32K	Buy	+4,250	New	+$38.4K	0.01%	325
2014 Q4	–	Sell	-5,250	Closed	-$207K	–	263
2014 Q3	$207K	Hold	5,250	–	–	0.03%	236
2014 Q2	$228K	Buy	+5,250	New	+$211K	0.03%	223
2014 Q1	–	Sell	-6,250	Closed	-$216K	–	250
2013 Q4	$216K	Buy	+6,250	New	+$199K	0.03%	225

Other funds holding NGL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Baldwin Wealth Partners's NGL Position: Q4 2020 in Review

Baldwin Wealth Partners sold out of NGL Energy Partners (NGL) in Q4 2020, closing a stake of 750 shares — an estimated $3K sold.

Baldwin Wealth Partners first reported a position in NGL in Q4 2013 and held it in 22 quarters. The position peaked at $297K in Q2 2019. 95 funds tracked by Wall St. Rank hold NGL as of Q4 2020.

Baldwin Wealth Partners reported no remaining NGL Energy Partners position as of Q4 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 750 NGL Energy Partners shares in Q4 2020, an estimated $3K.
Baldwin Wealth Partners first reported a position in NGL Energy Partners in Q4 2013 and held it in 22 quarters.
Baldwin Wealth Partners's NGL Energy Partners position peaked at $297K in Q2 2019.
95 funds tracked by Wall St. Rank held NGL Energy Partners as of Q4 2020.

Based on Baldwin Wealth Partners's 13F filing for Q4 2020, filed 12 Jan 2021.