EP Wealth Advisors’s NGL Energy Partners NGL Stock Holding History

EP Wealth 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
2019 Q4	–	Sell	-10,900	Closed	-$152K	–	429
2019 Q3	$152K	Buy	+10,900	New	+$154K	0.01%	352
2017 Q2	–	Sell	-30,000	Closed	-$678K	–	187
2017 Q1	$678K	Buy	+30,000	New	+$686K	0.09%	73

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

EP Wealth Advisors's NGL Position: Q4 2019 in Review

EP Wealth Advisors sold out of NGL Energy Partners (NGL) in Q4 2019, closing a stake of 10,900 shares — an estimated $152K sold.

EP Wealth Advisors first reported a position in NGL in Q1 2017 and held it in 2 quarters. The position peaked at $678K in Q1 2017. 110 funds tracked by Wall St. Rank hold NGL as of Q4 2019.

EP Wealth Advisors reported no remaining NGL Energy Partners position as of Q4 2019 after selling out during the quarter.
EP Wealth Advisors sold 10,900 NGL Energy Partners shares in Q4 2019, an estimated $152K.
EP Wealth Advisors first reported a position in NGL Energy Partners in Q1 2017 and held it in 2 quarters.
EP Wealth Advisors's NGL Energy Partners position peaked at $678K in Q1 2017.
110 funds tracked by Wall St. Rank held NGL Energy Partners as of Q4 2019.

Based on EP Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.