Northwest Wealth Management’s Cheniere Energy LNG Stock Holding History

Northwest Wealth Management’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,000	Closed	-$68K	–	322
2019 Q1	$68K	Sell	1,000 -100	-9%	-$6.57K	0.05%	193
2018 Q4	$65K	Sell	1,100 -12	-1%	-$738	0.06%	181
2018 Q3	$77K	Hold	1,112	–	–	0.06%	180
2018 Q2	$72K	Sell	1,112 -16	-1%	-$985	0.05%	184
2018 Q1	$60K	Buy	+1,128	New	+$62.1K	0.04%	200

Other funds holding LNG

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFA

Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northwest Wealth Management's LNG Position: Q2 2019 in Review

Northwest Wealth Management sold out of Cheniere Energy (LNG) in Q2 2019, closing a stake of 1,000 shares — an estimated $68K sold.

Northwest Wealth Management first reported a position in LNG in Q1 2018 and held it in 5 quarters. The position peaked at $77K in Q3 2018. 550 funds tracked by Wall St. Rank hold LNG as of Q2 2019.

Northwest Wealth Management reported no remaining Cheniere Energy position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,000 Cheniere Energy shares in Q2 2019, an estimated $68K.
Northwest Wealth Management first reported a position in Cheniere Energy in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Cheniere Energy position peaked at $77K in Q3 2018.
550 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.