BBPWM
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Blue Bell Private Wealth Management’s National Fuel Gas NFG Stock Holding History

Blue Bell Private Wealth Management’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
2015
Q4 		– Sell
-850
Closed -$42K – 450
2015
Q3 		$42K Hold
850
– – 0.03% 234
2015
Q2 		$50K Sell
850
-200
-19% -$12.6K 0.03% 220
2015
Q1 		$63K Hold
1,050
– – 0.04% 193
2014
Q4 		$73K Hold
1,050
– – 0.04% 187
2014
Q3 		$73K Hold
1,050
– – 0.04% 196
2014
Q2 		$82K Hold
1,050
– – 0.05% 180
2014
Q1 		$74K Hold
1,050
– – 0.05% 162
2013
Q4 		$75K Buy
+1,050
New +$73K 0.06% 157

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ACM
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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return