Avantax Planning Partners’s NatWest NWG Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-1,857	Closed	-$13K	–	902
2018 Q3	$13K	Buy	+1,857	New	+$13.1K	﹤0.01%	815
2018 Q2	–	Sell	-1,857	Closed	-$15K	–	1061
2018 Q1	$15K	Buy	+1,857	New	+$15.6K	﹤0.01%	895

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

NIMC

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

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

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

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

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

Avantax Planning Partners's NWG Position: Q4 2018 in Review

Avantax Planning Partners sold out of NatWest (NWG) in Q4 2018, closing a stake of 1,857 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in NWG in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q1 2018. 127 funds tracked by Wall St. Rank hold NWG as of Q4 2018.

Avantax Planning Partners reported no remaining NatWest position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,857 NatWest shares in Q4 2018, an estimated $13K.
Avantax Planning Partners first reported a position in NatWest in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's NatWest position peaked at $15K in Q1 2018.
127 funds tracked by Wall St. Rank held NatWest as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.