CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Natural Resource Partners NRP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio NRP Stock Details NRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,500
Closed -$40K – 4609
2021
Q1 		$40K Hold
2,500
– – ﹤0.01% 2573
2020
Q4 		$34K Hold
2,500
– – ﹤0.01% 2003
2020
Q3 		$30K Hold
2,500
– – ﹤0.01% 1805
2020
Q2 		$31K Buy
+2,500
New +$32.9K ﹤0.01% 1790

Other funds holding NRP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAPTRUST Financial Advisors's NRP Position: Q2 2021 in Review

CAPTRUST Financial Advisors sold out of Natural Resource Partners (NRP) in Q2 2021, closing a stake of 2,500 shares — an estimated $40K sold.

CAPTRUST Financial Advisors first reported a position in NRP in Q2 2020 and held it in 4 quarters. The position peaked at $40K in Q1 2021. 20 funds tracked by Wall St. Rank hold NRP as of Q2 2021.

  • CAPTRUST Financial Advisors reported no remaining Natural Resource Partners position as of Q2 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,500 Natural Resource Partners shares in Q2 2021, an estimated $40K.
  • CAPTRUST Financial Advisors first reported a position in Natural Resource Partners in Q2 2020 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Natural Resource Partners position peaked at $40K in Q1 2021.
  • 20 funds tracked by Wall St. Rank held Natural Resource Partners as of Q2 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.