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Orgel Wealth Management’s Nordic American Tanker NAT Stock Holding History

Orgel Wealth Management’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
2018
Q1 		– Sell
-12,493
Closed -$31K – 44
2017
Q4 		$31K Buy
+12,493
New +$51.7K 0.01% 45

Other funds holding NAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CFIC
City Financial Investment Company London, United Kingdom $562M AUM 5.93% 1-Year Est. Return
GIM
Greylin Investment Management Orange, Virginia $598M AUM 18.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orgel Wealth Management's NAT Position: Q1 2018 in Review

Orgel Wealth Management sold out of Nordic American Tanker (NAT) in Q1 2018, closing a stake of 12,493 shares — an estimated $31K sold.

Orgel Wealth Management first reported a position in NAT in Q4 2017 and held it in 1 quarter. The position peaked at $31K in Q4 2017. 126 funds tracked by Wall St. Rank hold NAT as of Q1 2018.

  • Orgel Wealth Management reported no remaining Nordic American Tanker position as of Q1 2018 after selling out during the quarter.
  • Orgel Wealth Management sold 12,493 Nordic American Tanker shares in Q1 2018, an estimated $31K.
  • Orgel Wealth Management first reported a position in Nordic American Tanker in Q4 2017 and held it in 1 quarter.
  • Orgel Wealth Management's Nordic American Tanker position peaked at $31K in Q4 2017.
  • 126 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2018.

Based on Orgel Wealth Management's 13F filing for Q1 2018, filed 25 Apr 2018.