RCA
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Rowland Carmichael Advisors’s National Fuel Gas NFG Stock Holding History

Rowland Carmichael 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
2017
Q4 		– Sell
-4,411
Closed -$250K – 325
2017
Q3 		$250K Sell
4,411
-1,015
-19% -$58.8K 0.14% 199
2017
Q2 		$303K Sell
5,426
-924
-15% -$52K 0.18% 162
2017
Q1 		$379K Sell
6,350
-4,530
-42% -$267K 0.23% 129
2016
Q4 		$616K Sell
10,880
-140
-1% -$7.66K 0.36% 83
2016
Q3 		$596K Sell
11,020
-2,573
-19% -$145K 0.38% 86
2016
Q2 		$773K Buy
13,593
+424
+3% +$22.9K 0.49% 77
2016
Q1 		$659K Buy
+13,169
New +$606K 0.61% 57

Other funds holding NFG

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rowland Carmichael Advisors's NFG Position: Q4 2017 in Review

Rowland Carmichael Advisors sold out of National Fuel Gas (NFG) in Q4 2017, closing a stake of 4,411 shares — an estimated $250K sold.

Rowland Carmichael Advisors first reported a position in NFG in Q1 2016 and held it in 7 quarters. The position peaked at $773K in Q2 2016. 379 funds tracked by Wall St. Rank hold NFG as of Q4 2017.

  • Rowland Carmichael Advisors reported no remaining National Fuel Gas position as of Q4 2017 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 4,411 National Fuel Gas shares in Q4 2017, an estimated $250K.
  • Rowland Carmichael Advisors first reported a position in National Fuel Gas in Q1 2016 and held it in 7 quarters.
  • Rowland Carmichael Advisors's National Fuel Gas position peaked at $773K in Q2 2016.
  • 379 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2017, filed 10 Feb 2020.