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Convergence Investment Partners’s NatWest NWG Stock Holding History

Convergence Investment 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
Q2 		– Sell
-1,021
Closed -$8K – 703
2018
Q1 		$8K Buy
+1,021
New +$8.59K ﹤0.01% 737
2014
Q1 		– Sell
-9,602
Closed -$117K – 413
2013
Q4 		$117K Sell
9,602
-1,044
-10% -$12.5K 0.02% 373
2013
Q3 		$133K Sell
10,646
-2,356
-18% -$26.3K 0.03% 307
2013
Q2 		$118K Buy
+13,002
New +$131K 0.03% 308

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Dimensional Fund Advisors
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Convergence Investment Partners's NWG Position: Q2 2018 in Review

Convergence Investment Partners sold out of NatWest (NWG) in Q2 2018, closing a stake of 1,021 shares — an estimated $8K sold.

Convergence Investment Partners first reported a position in NWG in Q2 2013 and held it in 4 quarters. The position peaked at $133K in Q3 2013. 118 funds tracked by Wall St. Rank hold NWG as of Q2 2018.

  • Convergence Investment Partners reported no remaining NatWest position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 1,021 NatWest shares in Q2 2018, an estimated $8K.
  • Convergence Investment Partners first reported a position in NatWest in Q2 2013 and held it in 4 quarters.
  • Convergence Investment Partners's NatWest position peaked at $133K in Q3 2013.
  • 118 funds tracked by Wall St. Rank held NatWest as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.