Smith Salley Wealth Management’s National Fuel Gas NFG Stock Holding History

Smith Salley Wealth Management’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
2015 Q3	–	Sell	-4,450	Closed	-$262K	–	164
2015 Q2	$262K	Sell	4,450 -2,281	-34%	-$144K	0.07%	136
2015 Q1	$406K	Sell	6,731 -6,434	-49%	-$413K	0.1%	125
2014 Q4	$915K	Sell	13,165 -8,480	-39%	-$585K	0.24%	104
2014 Q3	$1.51M	Sell	21,645 -3,925	-15%	-$288K	0.4%	81
2014 Q2	$2M	Buy	+25,570	New	+$1.89M	0.53%	69

Other funds holding NFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Smith Salley Wealth Management's NFG Position: Q3 2015 in Review

Smith Salley Wealth Management sold out of National Fuel Gas (NFG) in Q3 2015, closing a stake of 4,450 shares — an estimated $262K sold.

Smith Salley Wealth Management first reported a position in NFG in Q2 2014 and held it in 5 quarters. The position peaked at $2M in Q2 2014. 340 funds tracked by Wall St. Rank hold NFG as of Q3 2015.

Smith Salley Wealth Management reported no remaining National Fuel Gas position as of Q3 2015 after selling out during the quarter.
Smith Salley Wealth Management sold 4,450 National Fuel Gas shares in Q3 2015, an estimated $262K.
Smith Salley Wealth Management first reported a position in National Fuel Gas in Q2 2014 and held it in 5 quarters.
Smith Salley Wealth Management's National Fuel Gas position peaked at $2M in Q2 2014.
340 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2015.

Based on Smith Salley Wealth Management's 13F filing for Q3 2015, filed 12 Nov 2015.