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MFW
Mosaic Family Wealth’s
National Fuel Gas
NFG
Stock Holding History
Mosaic Family Wealth’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
2019
Q2
–
Sell
-2,272
Closed
-$139K
–
451
2019
Q1
$139K
Buy
2,272
+1
+0%
+$58
0.06%
187
2018
Q4
$116K
Hold
2,271
–
–
0.05%
205
2018
Q3
$123K
Buy
2,271
+6
+0.3%
+$331
0.05%
197
2018
Q2
$120K
Buy
2,265
+3
+0.1%
+$155
0.05%
204
2018
Q1
$116K
Buy
2,262
+3
+0.1%
+$157
0.04%
208
2017
Q4
$124K
Buy
2,259
+3
+0.1%
+$171
0.05%
211
2017
Q3
$128K
Buy
2,256
+3
+0.1%
+$174
0.05%
239
2017
Q2
$126K
Buy
2,253
+2
+0.1%
+$113
0.05%
238
2017
Q1
$134K
Buy
2,251
+3
+0.1%
+$177
0.06%
227
2016
Q4
$127K
Buy
2,248
+3
+0.1%
+$164
0.06%
231
2016
Q3
$121K
Buy
2,245
+2
+0.1%
+$113
0.06%
233
2016
Q2
$128K
Buy
2,243
+4
+0.2%
+$216
0.06%
205
2016
Q1
$112K
Buy
2,239
+3
+0.1%
+$138
0.05%
211
2015
Q4
$95K
Buy
+2,236
New
+$106K
0.04%
231
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1-Year Est. Return
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GF
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$14.8B AUM
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1-Year Est. Return
LSV Asset Management
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$46.4B AUM
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1-Year Est. Return
Aristotle Capital Management
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$47.8B AUM
13.38%
1-Year Est. Return
GI
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$10.2B AUM
30.27%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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