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Institute for Wealth Management’s United States Natural Gas Fund UNG Stock Holding History

Institute for Wealth Management’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-290
Closed -$114K – 67
2014
Q2 		$114K Buy
290
+171
+144% +$69.5K 0.1% 39
2014
Q1 		$47K Buy
119
+28
+31% +$10.8K 0.04% 55
2013
Q4 		$30K Buy
91
+78
+600% +$24K 0.02% 55
2013
Q3 		$4K Buy
+13
New +$3.9K ﹤0.01% 62

Other funds holding UNG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
FNYS
First New York Securities New York $53.7M AUM 57.01% 1-Year Est. Return

Institute for Wealth Management's UNG Position: Q3 2014 in Review

Institute for Wealth Management sold out of United States Natural Gas Fund (UNG) in Q3 2014, closing a stake of 290 shares — an estimated $114K sold.

Institute for Wealth Management first reported a position in UNG in Q3 2013 and held it in 4 quarters. The position peaked at $114K in Q2 2014. 80 funds tracked by Wall St. Rank hold UNG as of Q3 2014.

  • Institute for Wealth Management reported no remaining United States Natural Gas Fund position as of Q3 2014 after selling out during the quarter.
  • Institute for Wealth Management sold 290 United States Natural Gas Fund shares in Q3 2014, an estimated $114K.
  • Institute for Wealth Management first reported a position in United States Natural Gas Fund in Q3 2013 and held it in 4 quarters.
  • Institute for Wealth Management's United States Natural Gas Fund position peaked at $114K in Q2 2014.
  • 80 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q3 2014.

Based on Institute for Wealth Management's 13F filing for Q3 2014, filed 10 Oct 2014.