Advisor Partners
NAB

Advisor Partners’s NATL AUSTRALIA BK LTD ADS5 NAB Stock Holding History

Advisor Partners’s Portfolio NAB Stock Details NAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-13,191
Closed -$132K – 661
2019
Q3 		$132K Sell
13,191
-590
-4% -$5.9K 0.02% 639
2019
Q2 		$129K Buy
13,781
+1,895
+16% +$17.7K 0.02% 622
2019
Q1 		$107K Sell
11,886
-432
-4% -$3.89K 0.01% 620
2018
Q4 		$104K Buy
12,318
+2,113
+21% +$17.8K 0.02% 585
2018
Q3 		$103K Buy
+10,205
New +$103K 0.01% 628

Other funds holding NAB

Parametric Portfolio Associates
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
World Asset Management
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
KS
Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Financial Gravity Asset Management
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Heritage Wealth Advisors
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
Lenox Wealth Management
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Advisor Partners's NAB Position: Q4 2019 in Review

Advisor Partners sold out of NATL AUSTRALIA BK LTD ADS5 (NAB) in Q4 2019, closing a stake of 13,191 shares — an estimated $132K sold.

Advisor Partners first reported a position in NAB in Q3 2018 and held it in 5 quarters. The position peaked at $132K in Q3 2019. 10 funds tracked by Wall St. Rank hold NAB as of Q4 2019.

  • Advisor Partners reported no remaining NATL AUSTRALIA BK LTD ADS5 position as of Q4 2019 after selling out during the quarter.
  • Advisor Partners sold 13,191 NATL AUSTRALIA BK LTD ADS5 shares in Q4 2019, an estimated $132K.
  • Advisor Partners first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q3 2018 and held it in 5 quarters.
  • Advisor Partners's NATL AUSTRALIA BK LTD ADS5 position peaked at $132K in Q3 2019.
  • 10 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q4 2019.

Based on Advisor Partners's 13F filing for Q4 2019, filed 24 Jan 2020.