U
SXE

UBS’s Southcross Energy Partners, L.P. SXE Stock Holding History

UBS’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
2014
Q3 		$12.9M Buy
603,331
+97,666
+19% +$2.21M 0.01% 1251
2014
Q2 		$11.6M Buy
505,665
+371,715
+278% +$6.87M 0.01% 1249
2014
Q1 		$2.27M Buy
133,950
+133,732
+61,345% +$2.37M ﹤0.01% 2653
2013
Q4 		$4K Sell
218
-514
-70% -$9.69K ﹤0.01% 9821
2013
Q3 		$12K Sell
732
-4,768
-87% -$97.6K ﹤0.01% 8699
2013
Q2 		$126K Buy
+5,500
New +$118K ﹤0.01% 5619

Other funds holding SXE

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

UBS's SXE Position: Q3 2014 in Review

UBS increased its Southcross Energy Partners, L.P. (SXE) stake by 19% in Q3 2014, buying an estimated $2.21M and bringing the position to 603,331 shares worth $12.9M. The position accounts for 0.01% of the portfolio, ranked #1251.

UBS first reported a position in SXE in Q2 2013 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold SXE as of Q3 2014.

  • UBS held 603,331 shares of Southcross Energy Partners, L.P. worth $12.9M as of Q3 2014.
  • UBS bought 97,666 Southcross Energy Partners, L.P. shares in Q3 2014, an estimated $2.21M.
  • Southcross Energy Partners, L.P. made up 0.01% of UBS's portfolio in Q3 2014, its #1251 holding.
  • UBS first reported a position in Southcross Energy Partners, L.P. in Q2 2013 and has held it in 6 quarters since.
  • 42 funds tracked by Wall St. Rank held Southcross Energy Partners, L.P. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.