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SFMG Wealth Advisors’s NGL Energy Partners NGL Stock Holding History

SFMG Wealth Advisors’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
2015
Q3 		– Sell
-6,998
Closed -$212K – 125
2015
Q2 		$212K Buy
+6,998
New +$206K 0.05% 107
2014
Q4 		– Sell
-6,998
Closed -$276K – 127
2014
Q3 		$276K Hold
6,998
– – 0.09% 62
2014
Q2 		$303K Hold
6,998
– – 0.1% 61
2014
Q1 		$263K Hold
6,998
– – 0.09% 62
2013
Q4 		$241K Hold
6,998
– – 0.08% 64
2013
Q3 		$216K Buy
+6,998
New +$211K 0.09% 59

Other funds holding NGL

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SFMG Wealth Advisors's NGL Position: Q3 2015 in Review

SFMG Wealth Advisors sold out of NGL Energy Partners (NGL) in Q3 2015, closing a stake of 6,998 shares — an estimated $212K sold.

SFMG Wealth Advisors first reported a position in NGL in Q3 2013 and held it in 6 quarters. The position peaked at $303K in Q2 2014. 110 funds tracked by Wall St. Rank hold NGL as of Q3 2015.

  • SFMG Wealth Advisors reported no remaining NGL Energy Partners position as of Q3 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 6,998 NGL Energy Partners shares in Q3 2015, an estimated $212K.
  • SFMG Wealth Advisors first reported a position in NGL Energy Partners in Q3 2013 and held it in 6 quarters.
  • SFMG Wealth Advisors's NGL Energy Partners position peaked at $303K in Q2 2014.
  • 110 funds tracked by Wall St. Rank held NGL Energy Partners as of Q3 2015.

Based on SFMG Wealth Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.