BWA
PNY

Burt Wealth Advisors’s PIEDMONT NATURAL GAS CO INC(NC PNY Stock Holding History

Burt Wealth Advisors’s Portfolio PNY Stock Details PNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,488
Closed -$149K – 440
2016
Q3 		$149K Hold
2,488
– – 0.16% 78
2016
Q2 		$149K Hold
2,488
– – 0.17% 73
2016
Q1 		$149K Hold
2,488
– – 0.14% 76
2015
Q4 		$141K Hold
2,488
– – 0.11% 82
2015
Q3 		$99K Hold
2,488
– – 0.12% 93
2015
Q2 		$88K Hold
2,488
– – 0.1% 112
2015
Q1 		$92K Hold
2,488
– – 0.09% 100
2014
Q4 		$98K Buy
+2,488
New +$92.6K 0.1% 99

Other funds holding PNY

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return

Burt Wealth Advisors's PNY Position: Q4 2016 in Review

Burt Wealth Advisors sold out of PIEDMONT NATURAL GAS CO INC(NC (PNY) in Q4 2016, closing a stake of 2,488 shares — an estimated $149K sold.

Burt Wealth Advisors first reported a position in PNY in Q4 2014 and held it in 8 quarters. The position peaked at $149K in Q3 2016. 1 fund tracked by Wall St. Rank holds PNY as of Q4 2016.

  • Burt Wealth Advisors reported no remaining PIEDMONT NATURAL GAS CO INC(NC position as of Q4 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 2,488 PIEDMONT NATURAL GAS CO INC(NC shares in Q4 2016, an estimated $149K.
  • Burt Wealth Advisors first reported a position in PIEDMONT NATURAL GAS CO INC(NC in Q4 2014 and held it in 8 quarters.
  • Burt Wealth Advisors's PIEDMONT NATURAL GAS CO INC(NC position peaked at $149K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held PIEDMONT NATURAL GAS CO INC(NC as of Q4 2016.

Based on Burt Wealth Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.