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Coastland Capital’s NatWest NWG Stock Holding History

Coastland Capital’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
2014
Q2 		– Sell
-340,378
Closed -$3.8M – 140
2014
Q1 		$3.8M Hold
340,378
– – 0.15% 92
2013
Q4 		$4.15M Hold
340,378
– – 0.29% 68
2013
Q3 		$4.25M Buy
+340,378
New +$3.81M 0.27% 68

Other funds holding NWG

VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Coastland Capital's NWG Position: Q2 2014 in Review

Coastland Capital sold out of NatWest (NWG) in Q2 2014, closing a stake of 340,378 shares — an estimated $3.8M sold.

Coastland Capital first reported a position in NWG in Q3 2013 and held it in 3 quarters. The position peaked at $4.25M in Q3 2013. 82 funds tracked by Wall St. Rank hold NWG as of Q2 2014.

  • Coastland Capital reported no remaining NatWest position as of Q2 2014 after selling out during the quarter.
  • Coastland Capital sold 340,378 NatWest shares in Q2 2014, an estimated $3.8M.
  • Coastland Capital first reported a position in NatWest in Q3 2013 and held it in 3 quarters.
  • Coastland Capital's NatWest position peaked at $4.25M in Q3 2013.
  • 82 funds tracked by Wall St. Rank held NatWest as of Q2 2014.

Based on Coastland Capital's 13F filing for Q2 2014, filed 14 Aug 2014.