Envestnet Asset Management
SXE

Envestnet Asset Management’s Southcross Energy Partners, L.P. SXE Stock Holding History

Envestnet Asset 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
2016
Q4 		– Sell
-1,000
Closed -$1K – 3528
2016
Q3 		$1K Buy
+1,000
New +$1.78K ﹤0.01% 2896
2015
Q4 		– Sell
-1,000
Closed -$5K – 3177
2015
Q3 		$5K Buy
+1,000
New +$8.34K ﹤0.01% 3029

Other funds holding SXE

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Envestnet Asset Management's SXE Position: Q4 2016 in Review

Envestnet Asset Management sold out of Southcross Energy Partners, L.P. (SXE) in Q4 2016, closing a stake of 1,000 shares — an estimated $1K sold.

Envestnet Asset Management first reported a position in SXE in Q3 2015 and held it in 2 quarters. The position peaked at $5K in Q3 2015. 26 funds tracked by Wall St. Rank hold SXE as of Q4 2016.

  • Envestnet Asset Management reported no remaining Southcross Energy Partners, L.P. position as of Q4 2016 after selling out during the quarter.
  • Envestnet Asset Management sold 1,000 Southcross Energy Partners, L.P. shares in Q4 2016, an estimated $1K.
  • Envestnet Asset Management first reported a position in Southcross Energy Partners, L.P. in Q3 2015 and held it in 2 quarters.
  • Envestnet Asset Management's Southcross Energy Partners, L.P. position peaked at $5K in Q3 2015.
  • 26 funds tracked by Wall St. Rank held Southcross Energy Partners, L.P. as of Q4 2016.

Based on Envestnet Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.