Winch Advisory Services’s NGL Energy Partners NGL Stock Holding History

Winch Advisory Services’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
2024 Q4	–	Sell	-100	Closed	-$450	–	558
2024 Q3	$450	Buy	+100	New	+$448	﹤0.01%	426

Other funds holding NGL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return

Winch Advisory Services's NGL Position: Q4 2024 in Review

Winch Advisory Services sold out of NGL Energy Partners (NGL) in Q4 2024, closing a stake of 100 shares — an estimated $450 sold.

Winch Advisory Services first reported a position in NGL in Q3 2024 and held it in 1 quarter. The position peaked at $450 in Q3 2024. 86 funds tracked by Wall St. Rank hold NGL as of Q4 2024.

Winch Advisory Services reported no remaining NGL Energy Partners position as of Q4 2024 after selling out during the quarter.
Winch Advisory Services sold 100 NGL Energy Partners shares in Q4 2024, an estimated $450.
Winch Advisory Services first reported a position in NGL Energy Partners in Q3 2024 and held it in 1 quarter.
Winch Advisory Services's NGL Energy Partners position peaked at $450 in Q3 2024.
86 funds tracked by Wall St. Rank held NGL Energy Partners as of Q4 2024.

Based on Winch Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.