Transform Wealth’s Nordic American Tanker NAT Stock Holding History

Transform Wealth’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
2019 Q1	–	Sell	-10,000	Closed	-$20K	–	184
2018 Q4	$20K	Buy	+10,000	New	+$26K	﹤0.01%	182

Other funds holding NAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Greylin Investment Management Orange, Virginia $598M AUM 18.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Transform Wealth's NAT Position: Q1 2019 in Review

Transform Wealth sold out of Nordic American Tanker (NAT) in Q1 2019, closing a stake of 10,000 shares — an estimated $20K sold.

Transform Wealth first reported a position in NAT in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 118 funds tracked by Wall St. Rank hold NAT as of Q1 2019.

Transform Wealth reported no remaining Nordic American Tanker position as of Q1 2019 after selling out during the quarter.
Transform Wealth sold 10,000 Nordic American Tanker shares in Q1 2019, an estimated $20K.
Transform Wealth first reported a position in Nordic American Tanker in Q4 2018 and held it in 1 quarter.
Transform Wealth's Nordic American Tanker position peaked at $20K in Q4 2018.
118 funds tracked by Wall St. Rank held Nordic American Tanker as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.