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Beaumont Financial Advisors’s National Fuel Gas NFG Stock Holding History

Beaumont Financial Advisors’s Portfolio NFG Stock Details NFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,672
Closed -$262K – 226
2018
Q3 		$262K Hold
4,672
– – 0.03% 195
2018
Q2 		$247K Buy
+4,672
New +$242K 0.03% 177

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beaumont Financial Advisors's NFG Position: Q4 2018 in Review

Beaumont Financial Advisors sold out of National Fuel Gas (NFG) in Q4 2018, closing a stake of 4,672 shares — an estimated $262K sold.

Beaumont Financial Advisors first reported a position in NFG in Q2 2018 and held it in 2 quarters. The position peaked at $262K in Q3 2018. 374 funds tracked by Wall St. Rank hold NFG as of Q4 2018.

  • Beaumont Financial Advisors reported no remaining National Fuel Gas position as of Q4 2018 after selling out during the quarter.
  • Beaumont Financial Advisors sold 4,672 National Fuel Gas shares in Q4 2018, an estimated $262K.
  • Beaumont Financial Advisors first reported a position in National Fuel Gas in Q2 2018 and held it in 2 quarters.
  • Beaumont Financial Advisors's National Fuel Gas position peaked at $262K in Q3 2018.
  • 374 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2018.

Based on Beaumont Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.