EWM
NAB

Elite Wealth Management’s NATL AUSTRALIA BK LTD ADS5 NAB Stock Holding History

Elite Wealth Management’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
2014
Q4 		– Sell
-2,000
Closed -$28K – 626
2014
Q3 		$28K Hold
2,000
– – 0.03% 166
2014
Q2 		$31K Hold
2,000
– – 0.03% 142
2014
Q1 		$33K Buy
2,000
+1,000
+100% +$16.5K 0.03% 154
2013
Q4 		$31K Hold
1,000
– – 0.02% 217
2013
Q3 		$32K Hold
1,000
– – 0.03% 201
2013
Q2 		$27K Buy
+1,000
New +$27K 0.04% 163

Other funds holding NAB

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PIA
Philadelphia International Advisors Philadelphia, Pennsylvania $239M AUM 0.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
KS
Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return

Elite Wealth Management's NAB Position: Q4 2014 in Review

Elite Wealth Management sold out of NATL AUSTRALIA BK LTD ADS5 (NAB) in Q4 2014, closing a stake of 2,000 shares — an estimated $28K sold.

Elite Wealth Management first reported a position in NAB in Q2 2013 and held it in 6 quarters. The position peaked at $33K in Q1 2014. 21 funds tracked by Wall St. Rank hold NAB as of Q4 2014.

  • Elite Wealth Management reported no remaining NATL AUSTRALIA BK LTD ADS5 position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 2,000 NATL AUSTRALIA BK LTD ADS5 shares in Q4 2014, an estimated $28K.
  • Elite Wealth Management first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's NATL AUSTRALIA BK LTD ADS5 position peaked at $33K in Q1 2014.
  • 21 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.