Edge Wealth Management’s Nordic American Tanker NAT Stock Holding History

Edge Wealth Management’s Portfolio NAT Stock Details NAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-202	Closed	-$2K	–	514
2016 Q3	$2K	Hold	202	–	–	﹤0.01%	437
2016 Q2	$3K	Hold	202	–	–	﹤0.01%	389
2016 Q1	$3K	Hold	202	–	–	﹤0.01%	361
2015 Q4	$3K	Hold	202	–	–	﹤0.01%	370
2015 Q3	$3K	Buy	+202	New	+$3.01K	﹤0.01%	376

Other funds holding NAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cipher Capital New York $216M AUM 23.63% 1-Year Est. Return

Edge Wealth Management's NAT Position: Q4 2016 in Review

Edge Wealth Management sold out of Nordic American Tanker (NAT) in Q4 2016, closing a stake of 202 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in NAT in Q3 2015 and held it in 5 quarters. The position peaked at $3K in Q2 2016. 146 funds tracked by Wall St. Rank hold NAT as of Q4 2016.

Edge Wealth Management reported no remaining Nordic American Tanker position as of Q4 2016 after selling out during the quarter.
Edge Wealth Management sold 202 Nordic American Tanker shares in Q4 2016, an estimated $2K.
Edge Wealth Management first reported a position in Nordic American Tanker in Q3 2015 and held it in 5 quarters.
Edge Wealth Management's Nordic American Tanker position peaked at $3K in Q2 2016.
146 funds tracked by Wall St. Rank held Nordic American Tanker as of Q4 2016.

Based on Edge Wealth Management's 13F filing for Q4 2016, filed 24 Jan 2017.