JWM
NAK

JGP Wealth Management’s Northern Dynasty Minerals NAK Stock Holding History

JGP Wealth Management’s Portfolio NAK Stock Details NAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,100
Closed -$6K – 128
2018
Q4 		$6K Hold
11,100
– – ﹤0.01% 117
2018
Q3 		$6K Hold
11,100
– – ﹤0.01% 117
2018
Q2 		$6K Buy
+11,100
New +$8.01K ﹤0.01% 117

Other funds holding NAK

Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
LCM
Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JGP Wealth Management's NAK Position: Q1 2019 in Review

JGP Wealth Management sold out of Northern Dynasty Minerals (NAK) in Q1 2019, closing a stake of 11,100 shares — an estimated $6K sold.

JGP Wealth Management first reported a position in NAK in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q4 2018. 76 funds tracked by Wall St. Rank hold NAK as of Q1 2019.

  • JGP Wealth Management reported no remaining Northern Dynasty Minerals position as of Q1 2019 after selling out during the quarter.
  • JGP Wealth Management sold 11,100 Northern Dynasty Minerals shares in Q1 2019, an estimated $6K.
  • JGP Wealth Management first reported a position in Northern Dynasty Minerals in Q2 2018 and held it in 3 quarters.
  • JGP Wealth Management's Northern Dynasty Minerals position peaked at $6K in Q4 2018.
  • 76 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q1 2019.

Based on JGP Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.