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Valeo Financial Advisors’s Nordic American Tanker NAT Stock Holding History

Valeo Financial 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
2018
Q4 		– Sell
-333
Closed -$1K – 1639
2018
Q3 		$1K Hold
333
– – ﹤0.01% 1647
2018
Q2 		$1K Buy
+333
New +$734 ﹤0.01% 1485

Other funds holding NAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GIM
Greylin Investment Management Orange, Virginia $598M AUM 18.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFIC
City Financial Investment Company London, United Kingdom $562M AUM 5.93% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Valeo Financial Advisors's NAT Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Nordic American Tanker (NAT) in Q4 2018, closing a stake of 333 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in NAT in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 131 funds tracked by Wall St. Rank hold NAT as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Nordic American Tanker position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 333 Nordic American Tanker shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Nordic American Tanker in Q2 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Nordic American Tanker position peaked at $1K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Nordic American Tanker as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.