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SFMG Wealth Advisors’s Nordic American Tanker NAT Stock Holding History

SFMG Wealth 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
2014
Q4 		– Sell
-10,080
Closed -$80K – 126
2014
Q3 		$80K Sell
10,080
-141
-1% -$1.23K 0.03% 88
2014
Q2 		$95K Hold
10,221
– – 0.03% 83
2014
Q1 		$98K Hold
10,221
– – 0.03% 78
2013
Q4 		$97K Sell
10,221
-511
-5% -$4.23K 0.03% 77
2013
Q3 		$87K Hold
10,732
– – 0.03% 68
2013
Q2 		$79K Buy
+10,732
New +$92K 0.03% 68

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SFMG Wealth Advisors's NAT Position: Q4 2014 in Review

SFMG Wealth Advisors sold out of Nordic American Tanker (NAT) in Q4 2014, closing a stake of 10,080 shares — an estimated $80K sold.

SFMG Wealth Advisors first reported a position in NAT in Q2 2013 and held it in 6 quarters. The position peaked at $98K in Q1 2014. 123 funds tracked by Wall St. Rank hold NAT as of Q4 2014.

  • SFMG Wealth Advisors reported no remaining Nordic American Tanker position as of Q4 2014 after selling out during the quarter.
  • SFMG Wealth Advisors sold 10,080 Nordic American Tanker shares in Q4 2014, an estimated $80K.
  • SFMG Wealth Advisors first reported a position in Nordic American Tanker in Q2 2013 and held it in 6 quarters.
  • SFMG Wealth Advisors's Nordic American Tanker position peaked at $98K in Q1 2014.
  • 123 funds tracked by Wall St. Rank held Nordic American Tanker as of Q4 2014.

Based on SFMG Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.