Berman Capital Advisors’s NatWest NWG Stock Holding History

Berman Capital 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
2021 Q3	$1K	Buy	223 +62	+39%	+$386	﹤0.01%	1923
2021 Q2	$0	Buy	161 +2	+1%	+$12	﹤0.01%	1993
2021 Q1	$0	Hold	159	–	–	﹤0.01%	1857
2020 Q4	$0	Hold	159	–	–	﹤0.01%	1776
2020 Q3	$0	Sell	159 -800	-83%	-$2.48K	﹤0.01%	1721
2020 Q2	$2K	Sell	959 -405	-30%	-$1.26K	﹤0.01%	1298
2020 Q1	$3K	Buy	+1,364	New	+$7.18K	﹤0.01%	1049
2019 Q3	–	Sell	-254	Closed	-$1K	–	1537
2019 Q2	$1K	Buy	254 +11	+5%	+$72	﹤0.01%	1358
2019 Q1	$1K	Hold	243	–	–	﹤0.01%	1243
2018 Q4	$1K	Buy	+243	New	+$1.56K	﹤0.01%	1038

Other funds holding NWG

PPA

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Berman Capital Advisors's NWG Position: Q3 2021 in Review

Berman Capital Advisors increased its NatWest (NWG) stake by 39% in Q3 2021, buying an estimated $386 and bringing the position to 223 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Berman Capital Advisors first reported a position in NWG in Q4 2018 and has held it in 10 quarters since. The position peaked at $3K in Q1 2020. 111 funds tracked by Wall St. Rank hold NWG as of Q3 2021.

Berman Capital Advisors held 223 shares of NatWest worth $1K as of Q3 2021.
Berman Capital Advisors bought 62 NatWest shares in Q3 2021, an estimated $386.
NatWest made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1923 holding.
Berman Capital Advisors first reported a position in NatWest in Q4 2018 and has held it in 10 quarters since.
Berman Capital Advisors's NatWest position peaked at $3K in Q1 2020.
111 funds tracked by Wall St. Rank held NatWest as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.