Aperio Group’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $3.94M | Buy |
809,970
+47,284
| +6% | +$189K | 0.01% | 935 |
|
|
2020
Q3 | $2.21M | Sell |
762,686
-201,869
| -21% | -$626K | 0.01% | 1068 |
|
|
2020
Q2 | $3.17M | Sell |
964,555
-816,848
| -46% | -$2.54M | 0.01% | 906 |
|
|
2020
Q1 | $5.22M | Buy |
1,781,403
+949,571
| +114% | +$5M | 0.02% | 637 |
|
|
2019
Q4 | $5.77M | Buy |
831,832
+50,781
| +7% | +$318K | 0.02% | 688 |
|
|
2019
Q3 | $4.29M | Sell |
781,051
-163,333
| -17% | -$907K | 0.02% | 753 |
|
|
2019
Q2 | $5.78M | Buy |
944,384
+52,818
| +6% | +$346K | 0.02% | 657 |
|
|
2019
Q1 | $6.26M | Sell |
891,566
-38,704
| -4% | -$272K | 0.03% | 614 |
|
|
2018
Q4 | $5.6M | Sell |
930,270
-24,456
| -3% | -$157K | 0.03% | 596 |
|
|
2018
Q3 | $6.71M | Buy |
954,726
+116,589
| +14% | +$825K | 0.03% | 577 |
|
|
2018
Q2 | $6.14M | Buy |
838,137
+112,908
| +16% | +$908K | 0.03% | 590 |
|
|
2018
Q1 | $5.78M | Buy |
725,229
+43,603
| +6% | +$367K | 0.03% | 603 |
|
|
2017
Q4 | $5.61M | Buy |
681,626
+39,757
| +6% | +$318K | 0.03% | 604 |
|
|
2017
Q3 | $5.03M | Sell |
641,869
-12,881
| -2% | -$93.4K | 0.03% | 607 |
|
|
2017
Q2 | $4.6M | Buy |
654,750
+216,265
| +49% | +$1.51M | 0.03% | 621 |
|
|
2017
Q1 | $2.87M | Buy |
438,485
+34,643
| +9% | +$218K | 0.02% | 744 |
|
|
2016
Q4 | $2.4M | Sell |
403,842
-121,101
| -23% | -$651K | 0.02% | 760 |
|
|
2016
Q3 | $2.63M | Buy |
524,943
+25,639
| +5% | +$137K | 0.02% | 745 |
|
|
2016
Q2 | $2.53M | Buy |
499,304
+146,620
| +42% | +$1.03M | 0.02% | 719 |
|
|
2016
Q1 | $2.42M | Buy |
352,684
+42,026
| +14% | +$319K | 0.02% | 711 |
|
|
2015
Q4 | $2.97M | Sell |
310,658
-57,327
| -16% | -$583K | 0.03% | 614 |
|
|
2015
Q3 | $3.78M | Buy |
367,985
+104,148
| +39% | +$1.17M | 0.04% | 516 |
|
|
2015
Q2 | $3.15M | Sell |
263,837
-17,181
| -6% | -$200K | 0.03% | 559 |
|
|
2015
Q1 | $3.05M | Sell |
281,018
-64,793
| -19% | -$785K | 0.03% | 541 |
|
|
2014
Q4 | $4.51M | Buy |
345,811
+67,963
| +24% | +$870K | 0.06% | 409 |
|
|
2014
Q3 | $3.57M | Buy |
277,848
+1,993
| +0.7% | +$24.8K | 0.05% | 443 |
|
|
2014
Q2 | $3.35M | Buy |
275,855
+66,020
| +31% | +$776K | 0.05% | 449 |
|
|
2014
Q1 | $2.35M | Buy |
+209,835
| New | +$2.52M | 0.03% | 652 |
|
|
2013
Q4 | – | Sell |
-155,180
| Closed | -$1.86M | – | 671 |
|
|
2013
Q3 | $1.94M | Buy |
155,180
+33,105
| +27% | +$370K | 0.04% | 601 |
|
|
2013
Q2 | $1.11M | Buy |
+122,075
| New | +$1.23M | 0.03% | 721 |
|
Other funds holding NWG
PPA
IC
OMC
Aperio Group's NWG Position: Q4 2020 in Review
Aperio Group increased its NatWest (NWG) stake by 6.2% in Q4 2020, buying an estimated $189K and bringing the position to 809,970 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #935.
Aperio Group first reported a position in NWG in Q2 2013 and has held it in 30 quarters since. The position peaked at $6.71M in Q3 2018. 101 funds tracked by Wall St. Rank hold NWG as of Q4 2020.
- Aperio Group held 809,970 shares of NatWest worth $3.94M as of Q4 2020.
- Aperio Group bought 47,284 NatWest shares in Q4 2020, an estimated $189K.
- NatWest made up 0.01% of Aperio Group's portfolio in Q4 2020, its #935 holding.
- Aperio Group first reported a position in NatWest in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's NatWest position peaked at $6.71M in Q3 2018.
- 101 funds tracked by Wall St. Rank held NatWest as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.