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Valley Wealth Managers’s Natural Resource Partners NRP Stock Holding History

Valley Wealth Managers’s Portfolio NRP Stock Details NRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-25,000
Closed -$634K – 195
2019
Q3 		$634K Buy
+25,000
New +$733K 0.07% 125

Other funds holding NRP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Valley Wealth Managers's NRP Position: Q4 2019 in Review

Valley Wealth Managers sold out of Natural Resource Partners (NRP) in Q4 2019, closing a stake of 25,000 shares — an estimated $634K sold.

Valley Wealth Managers first reported a position in NRP in Q3 2019 and held it in 1 quarter. The position peaked at $634K in Q3 2019. 33 funds tracked by Wall St. Rank hold NRP as of Q4 2019.

  • Valley Wealth Managers reported no remaining Natural Resource Partners position as of Q4 2019 after selling out during the quarter.
  • Valley Wealth Managers sold 25,000 Natural Resource Partners shares in Q4 2019, an estimated $634K.
  • Valley Wealth Managers first reported a position in Natural Resource Partners in Q3 2019 and held it in 1 quarter.
  • Valley Wealth Managers's Natural Resource Partners position peaked at $634K in Q3 2019.
  • 33 funds tracked by Wall St. Rank held Natural Resource Partners as of Q4 2019.

Based on Valley Wealth Managers's 13F filing for Q4 2019, filed 31 Jan 2020.