CWP
NAB

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

CFM Wealth 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
2020
Q3 		– Sell
-1,541
Closed -$9K – 515
2020
Q2 		$9K Hold
1,541
– – ﹤0.01% 408
2020
Q1 		$8K Buy
+1,541
New +$8K ﹤0.01% 454

Other funds holding NAB

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KS
Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

CFM Wealth Partners's NAB Position: Q3 2020 in Review

CFM Wealth Partners sold out of NATL AUSTRALIA BK LTD ADS5 (NAB) in Q3 2020, closing a stake of 1,541 shares — an estimated $9K sold.

CFM Wealth Partners first reported a position in NAB in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 8 funds tracked by Wall St. Rank hold NAB as of Q3 2020.

  • CFM Wealth Partners reported no remaining NATL AUSTRALIA BK LTD ADS5 position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,541 NATL AUSTRALIA BK LTD ADS5 shares in Q3 2020, an estimated $9K.
  • CFM Wealth Partners first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q1 2020 and held it in 2 quarters.
  • CFM Wealth Partners's NATL AUSTRALIA BK LTD ADS5 position peaked at $9K in Q2 2020.
  • 8 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.