WA
NMM icon

WFG Advisors’s Navios Maritime Partners NMM Stock Holding History

WFG Advisors’s Portfolio NMM Stock Details NMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-33
Closed -$6K – 1758
2015
Q1 		$6K Sell
33
-34
-51% -$6.13K ﹤0.01% 1325
2014
Q4 		$10K Hold
67
– – ﹤0.01% 1463
2014
Q3 		$18K Hold
67
– – ﹤0.01% 1320
2014
Q2 		$19K Hold
67
– – ﹤0.01% 1301
2014
Q1 		$19K Hold
67
– – ﹤0.01% 1272
2013
Q4 		$19K Hold
67
– – ﹤0.01% 1365
2013
Q3 		$15K Hold
67
– – ﹤0.01% 1376
2013
Q2 		$14K Buy
+67
New +$14.5K ﹤0.01% 1350

Other funds holding NMM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WFG Advisors's NMM Position: Q2 2015 in Review

WFG Advisors sold out of Navios Maritime Partners (NMM) in Q2 2015, closing a stake of 33 shares — an estimated $6K sold.

WFG Advisors first reported a position in NMM in Q2 2013 and held it in 8 quarters. The position peaked at $19K in Q2 2014. 77 funds tracked by Wall St. Rank hold NMM as of Q2 2015.

  • WFG Advisors reported no remaining Navios Maritime Partners position as of Q2 2015 after selling out during the quarter.
  • WFG Advisors sold 33 Navios Maritime Partners shares in Q2 2015, an estimated $6K.
  • WFG Advisors first reported a position in Navios Maritime Partners in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's Navios Maritime Partners position peaked at $19K in Q2 2014.
  • 77 funds tracked by Wall St. Rank held Navios Maritime Partners as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.