American Portfolios Advisors’s NatWest NWG Stock Holding History

American Portfolios Advisors’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
2020 Q1	–	Sell	-330	Closed	-$2.29K	–	2871
2019 Q4	$2.29K	Hold	330	–	–	﹤0.01%	2549
2019 Q3	$1.81K	Hold	330	–	–	﹤0.01%	2533
2019 Q2	$2.02K	Hold	330	–	–	﹤0.01%	2479
2019 Q1	$2.31K	Hold	330	–	–	﹤0.01%	2337
2018 Q4	$1.98K	Buy	+330	New	+$2.11K	﹤0.01%	2140

Other funds holding NWG

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

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

PPA

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

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

NIMC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

American Portfolios Advisors's NWG Position: Q1 2020 in Review

American Portfolios Advisors sold out of NatWest (NWG) in Q1 2020, closing a stake of 330 shares — an estimated $2.29K sold.

American Portfolios Advisors first reported a position in NWG in Q4 2018 and held it in 5 quarters. The position peaked at $2.31K in Q1 2019. 119 funds tracked by Wall St. Rank hold NWG as of Q1 2020.

American Portfolios Advisors reported no remaining NatWest position as of Q1 2020 after selling out during the quarter.
American Portfolios Advisors sold 330 NatWest shares in Q1 2020, an estimated $2.29K.
American Portfolios Advisors first reported a position in NatWest in Q4 2018 and held it in 5 quarters.
American Portfolios Advisors's NatWest position peaked at $2.31K in Q1 2019.
119 funds tracked by Wall St. Rank held NatWest as of Q1 2020.

Based on American Portfolios Advisors's 13F filing for Q1 2020, filed 24 Mar 2023.