EWM
NFG icon

Evercore Wealth Management’s National Fuel Gas NFG Stock Holding History

Evercore 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
2016
Q4 		– Sell
-700
Closed -$38K – 1073
2016
Q3 		$38K Hold
700
– – ﹤0.01% 654
2016
Q2 		$40K Buy
+700
New +$37.8K ﹤0.01% 623

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Evercore Wealth Management's NFG Position: Q4 2016 in Review

Evercore Wealth Management sold out of National Fuel Gas (NFG) in Q4 2016, closing a stake of 700 shares — an estimated $38K sold.

Evercore Wealth Management first reported a position in NFG in Q2 2016 and held it in 2 quarters. The position peaked at $40K in Q2 2016. 337 funds tracked by Wall St. Rank hold NFG as of Q4 2016.

  • Evercore Wealth Management reported no remaining National Fuel Gas position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 700 National Fuel Gas shares in Q4 2016, an estimated $38K.
  • Evercore Wealth Management first reported a position in National Fuel Gas in Q2 2016 and held it in 2 quarters.
  • Evercore Wealth Management's National Fuel Gas position peaked at $40K in Q2 2016.
  • 337 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.