MWM
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Mission Wealth Management’s Nordic American Tanker NAT Stock Holding History

Mission Wealth Management’s Portfolio NAT Stock Details NAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-10,080
Closed -$139K – 166
2016
Q2 		$139K Buy
+10,080
New +$147K 0.04% 155

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Northern Trust
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mission Wealth Management's NAT Position: Q3 2016 in Review

Mission Wealth Management sold out of Nordic American Tanker (NAT) in Q3 2016, closing a stake of 10,080 shares — an estimated $139K sold.

Mission Wealth Management first reported a position in NAT in Q2 2016 and held it in 1 quarter. The position peaked at $139K in Q2 2016. 148 funds tracked by Wall St. Rank hold NAT as of Q3 2016.

  • Mission Wealth Management reported no remaining Nordic American Tanker position as of Q3 2016 after selling out during the quarter.
  • Mission Wealth Management sold 10,080 Nordic American Tanker shares in Q3 2016, an estimated $139K.
  • Mission Wealth Management first reported a position in Nordic American Tanker in Q2 2016 and held it in 1 quarter.
  • Mission Wealth Management's Nordic American Tanker position peaked at $139K in Q2 2016.
  • 148 funds tracked by Wall St. Rank held Nordic American Tanker as of Q3 2016.

Based on Mission Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.