Next Financial Group’s Nordic American Tanker NAT Stock Holding History

Next Financial Group’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
2021 Q4	$2K	Buy	1,010 +10	+1%	+$21	﹤0.01%	2629
2021 Q3	$3K	Buy	+1,000	New	+$2.51K	﹤0.01%	2391
2021 Q2	–	Sell	-100	Closed	–	–	2674
2021 Q1	$0	Buy	+100	New	+$322	﹤0.01%	2603
2020 Q1	–	Sell	-50	Closed	–	–	2306
2019 Q4	$0	Hold	50	–	–	﹤0.01%	2482
2019 Q3	$0	Hold	50	–	–	﹤0.01%	2380
2019 Q2	$0	Hold	50	–	–	﹤0.01%	2356
2019 Q1	$0	Hold	50	–	–	﹤0.01%	1945
2018 Q4	$0	Hold	50	–	–	﹤0.01%	2042
2018 Q3	$0	Buy	+50	New	+$115	﹤0.01%	1499
2017 Q4	–	Sell	-50	Closed	–	–	980
2017 Q3	$0	Hold	50	–	–	﹤0.01%	1889
2017 Q2	$0	Buy	+50	New	+$351	﹤0.01%	1953
2017 Q1	–	Sell	-1,746	Closed	-$15K	–	2130
2016 Q4	$15K	Buy	1,746 +1,537	+735%	+$13.7K	﹤0.01%	1489
2016 Q3	$2K	Sell	209 -51,454	-100%	-$598K	﹤0.01%	2167
2016 Q2	$711K	Sell	51,663 -24,930	-33%	-$363K	0.23%	108
2016 Q1	$1.07M	Buy	76,593 +43,057	+128%	+$573K	0.38%	63
2015 Q4	$517K	Sell	33,536 -706	-2%	-$10.7K	0.19%	123
2015 Q3	$516K	Sell	34,242 -1,008	-3%	-$15K	0.18%	121
2015 Q2	$497K	Hold	35,250	–	–	0.17%	132
2015 Q1	$416K	Hold	35,250	–	–	0.13%	172
2014 Q4	$352K	Sell	35,250 -1,597	-4%	-$13.7K	0.12%	194
2014 Q3	$291K	Buy	+36,847	New	+$322K	0.06%	351

Other funds holding NAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Next Financial Group's NAT Position: Q4 2021 in Review

Next Financial Group increased its Nordic American Tanker (NAT) stake by 1% in Q4 2021, buying an estimated $21 and bringing the position to 1,010 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2629.

Next Financial Group first reported a position in NAT in Q3 2014 and has held it in 21 quarters since. The position peaked at $1.07M in Q1 2016. 149 funds tracked by Wall St. Rank hold NAT as of Q4 2021.

Next Financial Group held 1,010 shares of Nordic American Tanker worth $2K as of Q4 2021.
Next Financial Group bought 10 Nordic American Tanker shares in Q4 2021, an estimated $21.
Nordic American Tanker made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2629 holding.
Next Financial Group first reported a position in Nordic American Tanker in Q3 2014 and has held it in 21 quarters since.
Next Financial Group's Nordic American Tanker position peaked at $1.07M in Q1 2016.
149 funds tracked by Wall St. Rank held Nordic American Tanker as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.