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Integrated Wealth Management (Palm Desert)’s National Fuel Gas NFG Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q3 		– Sell
-49
Closed -$3K – 1293
2016
Q2 		$3K Hold
49
– – ﹤0.01% 1015
2016
Q1 		$2K Hold
49
– – ﹤0.01% 1016
2015
Q4 		$2K Hold
49
– – ﹤0.01% 1098
2015
Q3 		$2K Hold
49
– – ﹤0.01% 1116
2015
Q2 		$3K Buy
+49
New +$3.1K ﹤0.01% 1067

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 $3.38T AUM 44.17% 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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Integrated Wealth Management (Palm Desert)'s NFG Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of National Fuel Gas (NFG) in Q3 2016, closing a stake of 49 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NFG in Q2 2015 and held it in 5 quarters. The position peaked at $3K in Q2 2016. 336 funds tracked by Wall St. Rank hold NFG as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining National Fuel Gas position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 49 National Fuel Gas shares in Q3 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in National Fuel Gas in Q2 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s National Fuel Gas position peaked at $3K in Q2 2016.
  • 336 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.