WFG Advisors’s NGL Energy Partners NGL Stock Holding History

WFG 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
2016 Q4	–	Sell	-231	Closed	-$4K	–	1666
2016 Q3	$4K	Buy	231 +5	+2%	+$92	﹤0.01%	1309
2016 Q2	$4K	Buy	226 +6	+3%	+$84	﹤0.01%	1284
2016 Q1	$2K	Buy	+220	New	+$1.99K	﹤0.01%	1348
2014 Q4	–	Sell	-483	Closed	-$19K	–	2190
2014 Q3	$19K	Hold	483	–	–	﹤0.01%	1297
2014 Q2	$21K	Hold	483	–	–	﹤0.01%	1259
2014 Q1	$18K	Hold	483	–	–	﹤0.01%	1288
2013 Q4	$17K	Hold	483	–	–	﹤0.01%	1402
2013 Q3	$15K	Buy	+483	New	+$14.5K	﹤0.01%	1375

Other funds holding NGL

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

NIM

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

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

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

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

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

WFG Advisors's NGL Position: Q4 2016 in Review

WFG Advisors sold out of NGL Energy Partners (NGL) in Q4 2016, closing a stake of 231 shares — an estimated $4K sold.

WFG Advisors first reported a position in NGL in Q3 2013 and held it in 8 quarters. The position peaked at $21K in Q2 2014. 118 funds tracked by Wall St. Rank hold NGL as of Q4 2016.

WFG Advisors reported no remaining NGL Energy Partners position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 231 NGL Energy Partners shares in Q4 2016, an estimated $4K.
WFG Advisors first reported a position in NGL Energy Partners in Q3 2013 and held it in 8 quarters.
WFG Advisors's NGL Energy Partners position peaked at $21K in Q2 2014.
118 funds tracked by Wall St. Rank held NGL Energy Partners as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.