Integrated Wealth Management (Palm Desert)’s Southcross Energy Partners, L.P. SXE Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q3	–	Sell	-200	Closed	–	–	1431
2016 Q2	$0	Hold	200	–	–	﹤0.01%	1474
2016 Q1	$0	Hold	200	–	–	﹤0.01%	1433
2015 Q4	$1K	Hold	200	–	–	﹤0.01%	1294
2015 Q3	$1K	Hold	200	–	–	﹤0.01%	1296
2015 Q2	$2K	Buy	+200	New	+$2.78K	﹤0.01%	1200

Other funds holding SXE

OppenheimerFunds New York $80.4B AUM 15.1% 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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s SXE Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Southcross Energy Partners, L.P. (SXE) in Q3 2016, closing a stake of 200 shares.

Integrated Wealth Management (Palm Desert) first reported a position in SXE in Q2 2015 and held it in 5 quarters. The position peaked at $2K in Q2 2015. 23 funds tracked by Wall St. Rank hold SXE as of Q3 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Southcross Energy Partners, L.P. position as of Q3 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 200 Southcross Energy Partners, L.P. shares in Q3 2016.
Integrated Wealth Management (Palm Desert) first reported a position in Southcross Energy Partners, L.P. in Q2 2015 and held it in 5 quarters.
Integrated Wealth Management (Palm Desert)'s Southcross Energy Partners, L.P. position peaked at $2K in Q2 2015.
23 funds tracked by Wall St. Rank held Southcross Energy Partners, L.P. as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.