PWAG
SXE

Polaris Wealth Advisory Group’s Southcross Energy Partners, L.P. SXE Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-1,000
Closed -$1K – 527
2018
Q3 		$1K Hold
1,000
– – ﹤0.01% 507
2018
Q2 		$2K Hold
1,000
– – ﹤0.01% 240
2018
Q1 		$2K Buy
+1,000
New +$1.86K ﹤0.01% 443

Other funds holding SXE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Polaris Wealth Advisory Group's SXE Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Southcross Energy Partners, L.P. (SXE) in Q4 2018, closing a stake of 1,000 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in SXE in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 16 funds tracked by Wall St. Rank hold SXE as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Southcross Energy Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,000 Southcross Energy Partners, L.P. shares in Q4 2018, an estimated $1K.
  • Polaris Wealth Advisory Group first reported a position in Southcross Energy Partners, L.P. in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Southcross Energy Partners, L.P. position peaked at $2K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held Southcross Energy Partners, L.P. as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.