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Wealthspire Advisors (Maryland)’s National Fuel Gas NFG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-163
Closed -$10K – 1453
2019
Q1 		$10K Sell
163
-6
-4% -$348 ﹤0.01% 1540
2018
Q4 		$9K Buy
169
+75
+80% +$4.11K ﹤0.01% 1512
2018
Q3 		$5K Hold
94
– – ﹤0.01% 1812
2018
Q2 		$5K Sell
94
-11
-10% -$570 ﹤0.01% 1801
2018
Q1 		$5K Buy
105
+84
+400% +$4.39K ﹤0.01% 1817
2017
Q4 		$1K Buy
21
+1
+5% +$57 ﹤0.01% 2311
2017
Q3 		$1K Sell
20
-6
-23% -$347 ﹤0.01% 2118
2017
Q2 		$1K Buy
26
+6
+30% +$338 ﹤0.01% 2101
2017
Q1 		$1K Buy
20
+5
+33% +$294 ﹤0.01% 1819
2016
Q4 		$1K Hold
15
– – ﹤0.01% 1661
2016
Q3 		$1K Hold
15
– – ﹤0.01% 1650
2016
Q2 		$1K Hold
15
– – ﹤0.01% 1617
2016
Q1 		$1K Buy
+15
New +$691 ﹤0.01% 1662

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NFG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of National Fuel Gas (NFG) in Q2 2019, closing a stake of 163 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in NFG in Q1 2016 and held it in 13 quarters. The position peaked at $10K in Q1 2019. 379 funds tracked by Wall St. Rank hold NFG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining National Fuel Gas position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 163 National Fuel Gas shares in Q2 2019, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in National Fuel Gas in Q1 2016 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s National Fuel Gas position peaked at $10K in Q1 2019.
  • 379 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.