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Reilly Financial Advisors’s Nordic American Tanker NAT Stock Holding History

Reilly Financial Advisors’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
2016
Q2 		– Sell
-1,613
Closed -$23K – 918
2016
Q1 		$23K Buy
1,613
+1,008
+167% +$13.4K ﹤0.01% 558
2015
Q4 		$9K Buy
+605
New +$9.17K ﹤0.01% 805

Other funds holding NAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Reilly Financial Advisors's NAT Position: Q4 2021 in Review

Reilly Financial Advisors held its Nordic American Tanker (NAT) position steady in Q4 2021 at 10,915 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Reilly Financial Advisors first reported a position in NAT in Q2 2013 and has held it in 33 quarters since. The position peaked at $54K in Q4 2019. 149 funds tracked by Wall St. Rank hold NAT as of Q4 2021.

  • Reilly Financial Advisors held 10,915 shares of Nordic American Tanker worth $18K as of Q4 2021.
  • Reilly Financial Advisors left its Nordic American Tanker share count unchanged in Q4 2021.
  • Nordic American Tanker made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #588 holding.
  • Reilly Financial Advisors first reported a position in Nordic American Tanker in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's Nordic American Tanker position peaked at $54K in Q4 2019.
  • 149 funds tracked by Wall St. Rank held Nordic American Tanker as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.