LWAC
NTI

Laurel Wealth Advisors (California)’s NORTHERN TIER ENERGY LP CLASS A NTI Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio NTI Stock Details NTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-21,000
Closed -$495K – 344
2016
Q1 		$495K Sell
21,000
-2,239
-10% -$54K 0.25% 103
2015
Q4 		$601K Buy
+23,239
New +$601K 0.31% 87

Other funds holding NTI

PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $128M AUM
BIG
Bellwether Investment Group Chattanooga, Tennessee $24.9M AUM 31.7% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Laurel Wealth Advisors (California)'s NTI Position: Q2 2016 in Review

Laurel Wealth Advisors (California) sold out of NORTHERN TIER ENERGY LP CLASS A (NTI) in Q2 2016, closing a stake of 21,000 shares — an estimated $495K sold.

Laurel Wealth Advisors (California) first reported a position in NTI in Q4 2015 and held it in 2 quarters. The position peaked at $601K in Q4 2015. 6 funds tracked by Wall St. Rank hold NTI as of Q2 2016.

  • Laurel Wealth Advisors (California) reported no remaining NORTHERN TIER ENERGY LP CLASS A position as of Q2 2016 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 21,000 NORTHERN TIER ENERGY LP CLASS A shares in Q2 2016, an estimated $495K.
  • Laurel Wealth Advisors (California) first reported a position in NORTHERN TIER ENERGY LP CLASS A in Q4 2015 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s NORTHERN TIER ENERGY LP CLASS A position peaked at $601K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held NORTHERN TIER ENERGY LP CLASS A as of Q2 2016.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2016, filed 11 Aug 2016.