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

WFG Advisors’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
2015 Q1	–	Sell	-5,400	Closed	-$86K	–	2299
2014 Q4	$86K	Hold	5,400	–	–	0.02%	682
2014 Q3	$115K	Hold	5,400	–	–	0.02%	613
2014 Q2	$124K	Buy	5,400 +400	+8%	+$7.4K	0.02%	588
2014 Q1	$85K	Buy	5,000 +3,000	+150%	+$53.1K	0.02%	703
2013 Q4	$36K	Buy	2,000 +500	+33%	+$9.43K	0.01%	1126
2013 Q3	$25K	Buy	+1,500	New	+$30.7K	﹤0.01%	1198

Other funds holding SXE

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFG Advisors's SXE Position: Q1 2015 in Review

WFG Advisors sold out of Southcross Energy Partners, L.P. (SXE) in Q1 2015, closing a stake of 5,400 shares — an estimated $86K sold.

WFG Advisors first reported a position in SXE in Q3 2013 and held it in 6 quarters. The position peaked at $124K in Q2 2014. 41 funds tracked by Wall St. Rank hold SXE as of Q1 2015.

WFG Advisors reported no remaining Southcross Energy Partners, L.P. position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 5,400 Southcross Energy Partners, L.P. shares in Q1 2015, an estimated $86K.
WFG Advisors first reported a position in Southcross Energy Partners, L.P. in Q3 2013 and held it in 6 quarters.
WFG Advisors's Southcross Energy Partners, L.P. position peaked at $124K in Q2 2014.
41 funds tracked by Wall St. Rank held Southcross Energy Partners, L.P. as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.