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	–	449
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

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 $3.38T AUM 44.17% 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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

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

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

Mosaic Family Wealth's NFG Position: Q2 2019 in Review

Mosaic Family Wealth sold out of National Fuel Gas (NFG) in Q2 2019, closing a stake of 2,272 shares — an estimated $139K sold.

Mosaic Family Wealth first reported a position in NFG in Q4 2015 and held it in 14 quarters. The position peaked at $139K in Q1 2019. 379 funds tracked by Wall St. Rank hold NFG as of Q2 2019.

Mosaic Family Wealth reported no remaining National Fuel Gas position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 2,272 National Fuel Gas shares in Q2 2019, an estimated $139K.
Mosaic Family Wealth first reported a position in National Fuel Gas in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's National Fuel Gas position peaked at $139K in Q1 2019.
379 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.