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Whitney & Co’s National Fuel Gas NFG Stock Holding History

Whitney & Co’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
2018
Q4 		– Sell
-73
Closed -$4K – 325
2018
Q3 		$4K Buy
+73
New +$4.03K ﹤0.01% 416
2018
Q2 		– Sell
-200
Closed -$10K – 336
2018
Q1 		$10K Buy
+200
New +$10.5K ﹤0.01% 244
2015
Q4 		– Sell
-4,954
Closed -$248K – 112
2015
Q3 		$248K Sell
4,954
-200
-4% -$10.8K 0.11% 99
2015
Q2 		$304K Sell
5,154
-200
-4% -$12.6K 0.13% 93
2015
Q1 		$323K Hold
5,354
– – 0.14% 91
2014
Q4 		$372K Buy
5,354
+50
+0.9% +$3.45K 0.17% 87
2014
Q3 		$371K Hold
5,304
– – 0.17% 87
2014
Q2 		$415K Buy
5,304
+1,304
+33% +$96.1K 0.19% 83
2014
Q1 		$280K Buy
4,000
+200
+5% +$14.6K 0.14% 90
2013
Q4 		$271K Sell
3,800
-100
-3% -$6.95K 0.15% 89
2013
Q3 		$268K Buy
+3,900
New +$254K 0.19% 80

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Whitney & Co's NFG Position: Q4 2018 in Review

Whitney & Co sold out of National Fuel Gas (NFG) in Q4 2018, closing a stake of 73 shares — an estimated $4K sold.

Whitney & Co first reported a position in NFG in Q3 2013 and held it in 11 quarters. The position peaked at $415K in Q2 2014. 374 funds tracked by Wall St. Rank hold NFG as of Q4 2018.

  • Whitney & Co reported no remaining National Fuel Gas position as of Q4 2018 after selling out during the quarter.
  • Whitney & Co sold 73 National Fuel Gas shares in Q4 2018, an estimated $4K.
  • Whitney & Co first reported a position in National Fuel Gas in Q3 2013 and held it in 11 quarters.
  • Whitney & Co's National Fuel Gas position peaked at $415K in Q2 2014.
  • 374 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.