OIM
VNR

Orca Investment Management’s Vanguard Natural Resources, LLC VNR Stock Holding History

Orca Investment Management’s Portfolio VNR Stock Details VNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-58,995
Closed -$1.74M – 92
2013
Q4 		$1.74M Buy
+58,995
New +$1.67M 1.42% 28

Other funds holding VNR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Orca Investment Management's VNR Position: Q1 2014 in Review

Orca Investment Management sold out of Vanguard Natural Resources, LLC (VNR) in Q1 2014, closing a stake of 58,995 shares — an estimated $1.74M sold.

Orca Investment Management first reported a position in VNR in Q4 2013 and held it in 1 quarter. The position peaked at $1.74M in Q4 2013. 140 funds tracked by Wall St. Rank hold VNR as of Q1 2014.

  • Orca Investment Management reported no remaining Vanguard Natural Resources, LLC position as of Q1 2014 after selling out during the quarter.
  • Orca Investment Management sold 58,995 Vanguard Natural Resources, LLC shares in Q1 2014, an estimated $1.74M.
  • Orca Investment Management first reported a position in Vanguard Natural Resources, LLC in Q4 2013 and held it in 1 quarter.
  • Orca Investment Management's Vanguard Natural Resources, LLC position peaked at $1.74M in Q4 2013.
  • 140 funds tracked by Wall St. Rank held Vanguard Natural Resources, LLC as of Q1 2014.

Based on Orca Investment Management's 13F filing for Q1 2014, filed 30 Apr 2014.