Kaizen Advisory’s National Fuel Gas NFG Stock Holding History

Kaizen Advisory’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
2018 Q1	–	Sell	-17,764	Closed	-$975K	–	607
2017 Q4	$975K	Buy	+17,764	New	+$1.02M	0.58%	80

Other funds holding NFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kaizen Advisory's NFG Position: Q1 2018 in Review

Kaizen Advisory sold out of National Fuel Gas (NFG) in Q1 2018, closing a stake of 17,764 shares — an estimated $975K sold.

Kaizen Advisory first reported a position in NFG in Q4 2017 and held it in 1 quarter. The position peaked at $975K in Q4 2017. 363 funds tracked by Wall St. Rank hold NFG as of Q1 2018.

Kaizen Advisory reported no remaining National Fuel Gas position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 17,764 National Fuel Gas shares in Q1 2018, an estimated $975K.
Kaizen Advisory first reported a position in National Fuel Gas in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's National Fuel Gas position peaked at $975K in Q4 2017.
363 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.