Fusion Family Wealth’s Nathan's Famous NATH Stock Holding History

Fusion Family Wealth’s Portfolio NATH Stock Details NATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,026	Closed	-$68K	–	213
2018 Q4	$68K	Hold	1,026	–	–	0.02%	98
2018 Q3	$85K	Hold	1,026	–	–	0.02%	94
2018 Q2	$97K	Hold	1,026	–	–	0.03%	94
2018 Q1	$76K	Hold	1,026	–	–	0.03%	91
2017 Q4	$77K	Buy	+1,026	New	+$87K	0.02%	108
2017 Q3	–	Sell	-6,580	Closed	-$415K	–	273
2017 Q2	$415K	Hold	6,580	–	–	0.14%	46
2017 Q1	$412K	Buy	6,580 +1,070	+19%	+$66K	0.15%	45
2016 Q4	$341K	Buy	+5,510	New	+$313K	0.2%	51

Other funds holding NATH

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Fusion Family Wealth's NATH Position: Q1 2019 in Review

Fusion Family Wealth sold out of Nathan's Famous (NATH) in Q1 2019, closing a stake of 1,026 shares — an estimated $68K sold.

Fusion Family Wealth first reported a position in NATH in Q4 2016 and held it in 8 quarters. The position peaked at $415K in Q2 2017. 63 funds tracked by Wall St. Rank hold NATH as of Q1 2019.

Fusion Family Wealth reported no remaining Nathan's Famous position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 1,026 Nathan's Famous shares in Q1 2019, an estimated $68K.
Fusion Family Wealth first reported a position in Nathan's Famous in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's Nathan's Famous position peaked at $415K in Q2 2017.
63 funds tracked by Wall St. Rank held Nathan's Famous as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.