Valeo Financial Advisors’s National Fuel Gas NFG Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-100	Closed	-$5K	–	1335
2021 Q1	$5K	Sell	100 -330	-77%	-$15K	﹤0.01%	1572
2020 Q4	$18K	Hold	430	–	–	﹤0.01%	1052
2020 Q3	$17K	Buy	430 +100	+30%	+$4.26K	﹤0.01%	956
2020 Q2	$14K	Hold	330	–	–	﹤0.01%	1178
2020 Q1	$13K	Hold	330	–	–	﹤0.01%	1005
2019 Q4	$15K	Hold	330	–	–	﹤0.01%	985
2019 Q3	$15K	Hold	330	–	–	﹤0.01%	924
2019 Q2	$17K	Hold	330	–	–	﹤0.01%	895
2019 Q1	$20K	Hold	330	–	–	﹤0.01%	790
2018 Q4	$17K	Hold	330	–	–	﹤0.01%	754
2018 Q3	$18K	Hold	330	–	–	﹤0.01%	805
2018 Q2	$18K	Hold	330	–	–	﹤0.01%	794
2018 Q1	$17K	Hold	330	–	–	﹤0.01%	763
2017 Q4	$18K	Hold	330	–	–	﹤0.01%	696
2017 Q3	$19K	Buy	+330	New	+$19.1K	﹤0.01%	562

Other funds holding NFG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valeo Financial Advisors's NFG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of National Fuel Gas (NFG) in Q2 2021, closing a stake of 100 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in NFG in Q3 2017 and held it in 15 quarters. The position peaked at $20K in Q1 2019. 340 funds tracked by Wall St. Rank hold NFG as of Q2 2021.

Valeo Financial Advisors reported no remaining National Fuel Gas position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 100 National Fuel Gas shares in Q2 2021, an estimated $5K.
Valeo Financial Advisors first reported a position in National Fuel Gas in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's National Fuel Gas position peaked at $20K in Q1 2019.
340 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.