Advisor Group’s NatWest NWG Stock Holding History

Advisor Group’s Portfolio NWG Stock Details NWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$79K	Sell	11,328 -407	-3%	-$2.55K	﹤0.01%	3100
2019 Q3	$63K	Buy	11,735 +7,896	+206%	+$43.8K	﹤0.01%	3219
2019 Q2	$24K	Sell	3,839 -5,705	-60%	-$37.4K	﹤0.01%	3868
2019 Q1	$67K	Buy	9,544 +6,003	+170%	+$42.1K	﹤0.01%	3173
2018 Q4	$21K	Sell	3,541 -825	-19%	-$5.28K	﹤0.01%	3775
2018 Q3	$30K	Sell	4,366 -254	-5%	-$1.8K	﹤0.01%	3632
2018 Q2	$33K	Buy	4,620 +125	+3%	+$1.01K	﹤0.01%	3401
2018 Q1	$36K	Buy	4,495 +1,085	+32%	+$9.13K	﹤0.01%	3318
2017 Q4	$28K	Buy	3,410 +45	+1%	+$360	﹤0.01%	3488
2017 Q3	$27K	Sell	3,365 -899	-21%	-$6.52K	﹤0.01%	3385
2017 Q2	$30K	Buy	4,264 +271	+7%	+$1.89K	﹤0.01%	3205
2017 Q1	$26K	Buy	3,993 +1,393	+54%	+$8.76K	﹤0.01%	3189
2016 Q4	$16K	Buy	2,600 +464	+22%	+$2.5K	﹤0.01%	3364
2016 Q3	$11K	Buy	2,136 +784	+58%	+$4.18K	﹤0.01%	3518
2016 Q2	$6K	Buy	+1,352	New	+$9.48K	﹤0.01%	3715

Other funds holding NWG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group's NWG Position: Q4 2019 in Review

Advisor Group reduced its NatWest (NWG) stake by 3.5% in Q4 2019, selling an estimated $2.55K and leaving 11,328 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #3100.

Advisor Group first reported a position in NWG in Q2 2016 and has held it in 15 quarters since. 107 funds tracked by Wall St. Rank hold NWG as of Q4 2019.

Advisor Group held 11,328 shares of NatWest worth $79K as of Q4 2019.
Advisor Group sold 407 NatWest shares in Q4 2019, an estimated $2.55K.
NatWest made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3100 holding.
Advisor Group first reported a position in NatWest in Q2 2016 and has held it in 15 quarters since.
107 funds tracked by Wall St. Rank held NatWest as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.