RIA
NFG icon

Realta Investment Advisors’s National Fuel Gas NFG Stock Holding History

Realta Investment Advisors’s Portfolio NFG Stock Details NFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-351
Closed -$16K – 995
2019
Q4 		$16K Sell
351
-60
-15% -$2.73K ﹤0.01% 994
2019
Q3 		$19K Hold
411
– – 0.01% 936
2019
Q2 		$22K Buy
411
+351
+585% +$20K 0.01% 905
2019
Q1 		$4K Buy
+60
New +$3.48K ﹤0.01% 1123

Other funds holding NFG

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Realta Investment Advisors's NFG Position: Q1 2020 in Review

Realta Investment Advisors sold out of National Fuel Gas (NFG) in Q1 2020, closing a stake of 351 shares — an estimated $16K sold.

Realta Investment Advisors first reported a position in NFG in Q1 2019 and held it in 4 quarters. The position peaked at $22K in Q2 2019. 329 funds tracked by Wall St. Rank hold NFG as of Q1 2020.

  • Realta Investment Advisors reported no remaining National Fuel Gas position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 351 National Fuel Gas shares in Q1 2020, an estimated $16K.
  • Realta Investment Advisors first reported a position in National Fuel Gas in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's National Fuel Gas position peaked at $22K in Q2 2019.
  • 329 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.