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Diversified Trust’s New Fortress Energy NFE Stock Holding History

Diversified Trust’s Portfolio NFE Stock Details NFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,000
Closed -$220K – 769
2020
Q3 		$220K Buy
+5,000
New +$131K 0.01% 552

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Diversified Trust's NFE Position: Q4 2020 in Review

Diversified Trust sold out of New Fortress Energy (NFE) in Q4 2020, closing a stake of 5,000 shares — an estimated $220K sold.

Diversified Trust first reported a position in NFE in Q3 2020 and held it in 1 quarter. The position peaked at $220K in Q3 2020. 97 funds tracked by Wall St. Rank hold NFE as of Q4 2020.

  • Diversified Trust reported no remaining New Fortress Energy position as of Q4 2020 after selling out during the quarter.
  • Diversified Trust sold 5,000 New Fortress Energy shares in Q4 2020, an estimated $220K.
  • Diversified Trust first reported a position in New Fortress Energy in Q3 2020 and held it in 1 quarter.
  • Diversified Trust's New Fortress Energy position peaked at $220K in Q3 2020.
  • 97 funds tracked by Wall St. Rank held New Fortress Energy as of Q4 2020.

Based on Diversified Trust's 13F filing for Q4 2020, filed 8 Jan 2021.