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CAPTRUST Financial Advisors’s
NGL Energy Partners
NGL
Stock Holding History
CAPTRUST Financial 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
2022
Q3
–
Sell
-1,032
Closed
-$2K
–
3315
2022
Q2
$2K
Hold
1,032
–
–
﹤0.01%
4489
2022
Q1
$2K
Buy
+1,032
New
+$2.31K
﹤0.01%
4510
2021
Q4
–
Sell
-450
Closed
-$1K
–
4862
2021
Q3
$1K
Hold
450
–
–
﹤0.01%
4459
2021
Q2
$1K
Hold
450
–
–
﹤0.01%
4362
2021
Q1
$1K
Hold
450
–
–
﹤0.01%
4216
2020
Q4
$1K
Sell
450
-450
-50%
-$1.34K
﹤0.01%
3285
2020
Q3
$4K
Hold
900
–
–
﹤0.01%
2596
2020
Q2
$4K
Buy
+900
New
+$4.21K
﹤0.01%
2451
2019
Q2
–
Sell
-33,159
Closed
-$465K
–
1983
2019
Q1
$465K
Buy
+33,159
New
+$409K
0.02%
376
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
GCP
GSA Capital Partners
London, United Kingdom
$1.61B AUM
28.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
NC
NBW Capital
Boston, Massachusetts
$464M AUM
21.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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