Edge Wealth Management’s Southcross Energy Partners, L.P. SXE Stock Holding History

Edge Wealth Management’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
2017 Q1	–	Sell	-1,172	Closed	-$2K	–	567
2016 Q4	$2K	Hold	1,172	–	–	﹤0.01%	441
2016 Q3	$2K	Hold	1,172	–	–	﹤0.01%	445
2016 Q2	$2K	Buy	+1,172	New	+$2.38K	﹤0.01%	416

Other funds holding SXE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Wealth Management's SXE Position: Q1 2017 in Review

Edge Wealth Management sold out of Southcross Energy Partners, L.P. (SXE) in Q1 2017, closing a stake of 1,172 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in SXE in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q4 2016. 27 funds tracked by Wall St. Rank hold SXE as of Q1 2017.

Edge Wealth Management reported no remaining Southcross Energy Partners, L.P. position as of Q1 2017 after selling out during the quarter.
Edge Wealth Management sold 1,172 Southcross Energy Partners, L.P. shares in Q1 2017, an estimated $2K.
Edge Wealth Management first reported a position in Southcross Energy Partners, L.P. in Q2 2016 and held it in 3 quarters.
Edge Wealth Management's Southcross Energy Partners, L.P. position peaked at $2K in Q4 2016.
27 funds tracked by Wall St. Rank held Southcross Energy Partners, L.P. as of Q1 2017.

Based on Edge Wealth Management's 13F filing for Q1 2017, filed 12 Apr 2017.