Sterling Financial Planning’s NGL Energy Partners NGL Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-1,811	Closed	-$4K	–	283
2021 Q3	$4K	Hold	1,811	–	–	﹤0.01%	385
2021 Q2	$4K	Hold	1,811	–	–	﹤0.01%	365
2021 Q1	$4K	Hold	1,811	–	–	﹤0.01%	339
2020 Q4	$4K	Buy	+1,811	New	+$5.4K	﹤0.01%	320

Other funds holding NGL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Sterling Financial Planning's NGL Position: Q4 2021 in Review

Sterling Financial Planning sold out of NGL Energy Partners (NGL) in Q4 2021, closing a stake of 1,811 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in NGL in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 81 funds tracked by Wall St. Rank hold NGL as of Q4 2021.

Sterling Financial Planning reported no remaining NGL Energy Partners position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 1,811 NGL Energy Partners shares in Q4 2021, an estimated $4K.
Sterling Financial Planning first reported a position in NGL Energy Partners in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's NGL Energy Partners position peaked at $4K in Q3 2021.
81 funds tracked by Wall St. Rank held NGL Energy Partners as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.