Spirit of America Management Corp’s Southcross Energy Partners, L.P. SXE Stock Holding History

Spirit of America Management Corp’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 Q2	–	Sell	-55,176	Closed	-$58K	–	349
2016 Q1	$58K	Sell	55,176 -335,789	-86%	-$312K	0.01%	323
2015 Q4	$1.39M	Hold	390,965	–	–	0.27%	84
2015 Q3	$1.93M	Buy	390,965 +28,550	+8%	+$238K	0.4%	68
2015 Q2	$4.02M	Buy	362,415 +66,524	+22%	+$923K	0.78%	36
2015 Q1	$4.14M	Buy	295,891 +98,319	+50%	+$1.29M	0.88%	31
2014 Q4	$3.14M	Buy	197,572 +148,847	+305%	+$2.65M	0.8%	31
2014 Q3	$1.04M	Buy	+48,725	New	+$1.1M	0.32%	94

Other funds holding SXE

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RJFSA

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Spirit of America Management Corp's SXE Position: Q2 2016 in Review

Spirit of America Management Corp sold out of Southcross Energy Partners, L.P. (SXE) in Q2 2016, closing a stake of 55,176 shares — an estimated $58K sold.

Spirit of America Management Corp first reported a position in SXE in Q3 2014 and held it in 7 quarters. The position peaked at $4.14M in Q1 2015. 32 funds tracked by Wall St. Rank hold SXE as of Q2 2016.

Spirit of America Management Corp reported no remaining Southcross Energy Partners, L.P. position as of Q2 2016 after selling out during the quarter.
Spirit of America Management Corp sold 55,176 Southcross Energy Partners, L.P. shares in Q2 2016, an estimated $58K.
Spirit of America Management Corp first reported a position in Southcross Energy Partners, L.P. in Q3 2014 and held it in 7 quarters.
Spirit of America Management Corp's Southcross Energy Partners, L.P. position peaked at $4.14M in Q1 2015.
32 funds tracked by Wall St. Rank held Southcross Energy Partners, L.P. as of Q2 2016.

Based on Spirit of America Management Corp's 13F filing for Q2 2016, filed 7 Jul 2016.