Loomis, Sayles & Company
SXE

Loomis, Sayles & Company’s Southcross Energy Partners, L.P. SXE Stock Holding History

Loomis, Sayles & Company’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
-18,825
Closed -$209K – 1121
2015
Q2 		$209K Sell
18,825
-6,313
-25% -$87.6K ﹤0.01% 643
2015
Q1 		$352K Buy
25,138
+538
+2% +$7.04K ﹤0.01% 655
2014
Q4 		$391K Buy
24,600
+17,215
+233% +$307K ﹤0.01% 616
2014
Q3 		$158K Hold
7,385
– – ﹤0.01% 642
2014
Q2 		$170K Buy
+7,385
New +$137K ﹤0.01% 659

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

Loomis, Sayles & Company's SXE Position: Q3 2015 in Review

Loomis, Sayles & Company sold out of Southcross Energy Partners, L.P. (SXE) in Q3 2015, closing a stake of 18,825 shares — an estimated $209K sold.

Loomis, Sayles & Company first reported a position in SXE in Q2 2014 and held it in 5 quarters. The position peaked at $391K in Q4 2014. 40 funds tracked by Wall St. Rank hold SXE as of Q3 2015.

  • Loomis, Sayles & Company reported no remaining Southcross Energy Partners, L.P. position as of Q3 2015 after selling out during the quarter.
  • Loomis, Sayles & Company sold 18,825 Southcross Energy Partners, L.P. shares in Q3 2015, an estimated $209K.
  • Loomis, Sayles & Company first reported a position in Southcross Energy Partners, L.P. in Q2 2014 and held it in 5 quarters.
  • Loomis, Sayles & Company's Southcross Energy Partners, L.P. position peaked at $391K in Q4 2014.
  • 40 funds tracked by Wall St. Rank held Southcross Energy Partners, L.P. as of Q3 2015.

Based on Loomis, Sayles & Company's 13F filing for Q3 2015, filed 13 Nov 2015.