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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

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Blue Bell Private Wealth Management's NFG Position: Q4 2015 in Review

Blue Bell Private Wealth Management sold out of National Fuel Gas (NFG) in Q4 2015, closing a stake of 850 shares — an estimated $42K sold.

Blue Bell Private Wealth Management first reported a position in NFG in Q4 2013 and held it in 8 quarters. The position peaked at $82K in Q2 2014. 319 funds tracked by Wall St. Rank hold NFG as of Q4 2015.

  • Blue Bell Private Wealth Management reported no remaining National Fuel Gas position as of Q4 2015 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 850 National Fuel Gas shares in Q4 2015, an estimated $42K.
  • Blue Bell Private Wealth Management first reported a position in National Fuel Gas in Q4 2013 and held it in 8 quarters.
  • Blue Bell Private Wealth Management's National Fuel Gas position peaked at $82K in Q2 2014.
  • 319 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2015.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2015, filed 21 Jan 2016.