Financial Advocates Investment Management’s NGL Energy Partners NGL Stock Holding History

Financial Advocates Investment Management’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	-13,685	Closed	-$54K	–	736
2020 Q3	$54K	Buy	13,685 +2,100	+18%	+$8.62K	﹤0.01%	617
2020 Q2	$45K	Hold	11,585	–	–	﹤0.01%	599
2020 Q1	$30K	Buy	+11,585	New	+$93.9K	﹤0.01%	471
2018 Q2	–	Sell	-75,174	Closed	-$827K	–	498
2018 Q1	$827K	Hold	75,174	–	–	0.11%	196
2017 Q4	$1.06M	Buy	+75,174	New	+$929K	0.14%	153

Other funds holding NGL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Financial Advocates Investment Management's NGL Position: Q4 2020 in Review

Financial Advocates Investment Management sold out of NGL Energy Partners (NGL) in Q4 2020, closing a stake of 13,685 shares — an estimated $54K sold.

Financial Advocates Investment Management first reported a position in NGL in Q4 2017 and held it in 5 quarters. The position peaked at $1.06M in Q4 2017. 95 funds tracked by Wall St. Rank hold NGL as of Q4 2020.

Financial Advocates Investment Management reported no remaining NGL Energy Partners position as of Q4 2020 after selling out during the quarter.
Financial Advocates Investment Management sold 13,685 NGL Energy Partners shares in Q4 2020, an estimated $54K.
Financial Advocates Investment Management first reported a position in NGL Energy Partners in Q4 2017 and held it in 5 quarters.
Financial Advocates Investment Management's NGL Energy Partners position peaked at $1.06M in Q4 2017.
95 funds tracked by Wall St. Rank held NGL Energy Partners as of Q4 2020.

Based on Financial Advocates Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.