KA
SXE

Klingman & Associates’s Southcross Energy Partners, L.P. SXE Stock Holding History

Klingman & Associates’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
2015
Q3 		– Sell
-300
Closed -$3K – 476
2015
Q2 		$3K Hold
300
– – ﹤0.01% 379
2015
Q1 		$4K Hold
300
– – ﹤0.01% 337
2014
Q4 		$4K Buy
+300
New +$5.34K ﹤0.01% 342

Other funds holding SXE

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Klingman & Associates's SXE Position: Q3 2015 in Review

Klingman & Associates sold out of Southcross Energy Partners, L.P. (SXE) in Q3 2015, closing a stake of 300 shares — an estimated $3K sold.

Klingman & Associates first reported a position in SXE in Q4 2014 and held it in 3 quarters. The position peaked at $4K in Q1 2015. 40 funds tracked by Wall St. Rank hold SXE as of Q3 2015.

  • Klingman & Associates reported no remaining Southcross Energy Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • Klingman & Associates sold 300 Southcross Energy Partners, L.P. shares in Q3 2015, an estimated $3K.
  • Klingman & Associates first reported a position in Southcross Energy Partners, L.P. in Q4 2014 and held it in 3 quarters.
  • Klingman & Associates's Southcross Energy Partners, L.P. position peaked at $4K in Q1 2015.
  • 40 funds tracked by Wall St. Rank held Southcross Energy Partners, L.P. as of Q3 2015.

Based on Klingman & Associates's 13F filing for Q3 2015, filed 9 Feb 2016.