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Squar Milner Financial Services’s National Fuel Gas NFG Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-837
Closed -$44K – 534
2019
Q2 		$44K Hold
837
– – 0.03% 365
2019
Q1 		$51K Hold
837
– – 0.04% 319
2018
Q4 		$43K Buy
837
+46
+6% +$2.52K 0.04% 306
2018
Q3 		$44K Buy
791
+138
+21% +$7.61K 0.04% 318
2018
Q2 		$35K Buy
+653
New +$33.8K 0.03% 394

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Squar Milner Financial Services's NFG Position: Q3 2019 in Review

Squar Milner Financial Services sold out of National Fuel Gas (NFG) in Q3 2019, closing a stake of 837 shares — an estimated $44K sold.

Squar Milner Financial Services first reported a position in NFG in Q2 2018 and held it in 5 quarters. The position peaked at $51K in Q1 2019. 354 funds tracked by Wall St. Rank hold NFG as of Q3 2019.

  • Squar Milner Financial Services reported no remaining National Fuel Gas position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 837 National Fuel Gas shares in Q3 2019, an estimated $44K.
  • Squar Milner Financial Services first reported a position in National Fuel Gas in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's National Fuel Gas position peaked at $51K in Q1 2019.
  • 354 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.