PIA
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Phoenix Investment Adviser’s Nordic American Tanker NAT Stock Holding History

Phoenix Investment Adviser’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
2015
Q1 		– Sell
-92,736
Closed -$926K – 46
2014
Q4 		$926K Hold
92,736
– – 0.83% 28
2014
Q3 		$731K Sell
92,736
-1,298
-1% -$11.3K 0.73% 30
2014
Q2 		$877K Buy
94,034
+25,552
+37% +$219K 0.59% 29
2014
Q1 		$659K Buy
68,482
+11,244
+20% +$114K 0.56% 34
2013
Q4 		$543K Buy
+57,238
New +$474K 0.46% 34

Other funds holding NAT

HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Phoenix Investment Adviser's NAT Position: Q1 2015 in Review

Phoenix Investment Adviser sold out of Nordic American Tanker (NAT) in Q1 2015, closing a stake of 92,736 shares — an estimated $926K sold.

Phoenix Investment Adviser first reported a position in NAT in Q4 2013 and held it in 5 quarters. The position peaked at $926K in Q4 2014. 141 funds tracked by Wall St. Rank hold NAT as of Q1 2015.

  • Phoenix Investment Adviser reported no remaining Nordic American Tanker position as of Q1 2015 after selling out during the quarter.
  • Phoenix Investment Adviser sold 92,736 Nordic American Tanker shares in Q1 2015, an estimated $926K.
  • Phoenix Investment Adviser first reported a position in Nordic American Tanker in Q4 2013 and held it in 5 quarters.
  • Phoenix Investment Adviser's Nordic American Tanker position peaked at $926K in Q4 2014.
  • 141 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2015.

Based on Phoenix Investment Adviser's 13F filing for Q1 2015, filed 13 May 2015.