Evoke Wealth’s NatWest NWG Stock Holding History

Evoke Wealth’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
2020 Q3	–	Sell	-1,340	Closed	-$4K	–	1093
2020 Q2	$4K	Buy	1,340 +1,303	+3,522%	+$4.05K	﹤0.01%	737
2020 Q1	$117	Sell	37 -114	-75%	-$600	﹤0.01%	1100
2019 Q4	$1.05K	Sell	151 -111	-42%	-$695	﹤0.01%	1140
2019 Q3	$1.44K	Buy	+262	New	+$1.46K	﹤0.01%	1268

Other funds holding NWG

PPA

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

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

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

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

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Evoke Wealth's NWG Position: Q3 2020 in Review

Evoke Wealth sold out of NatWest (NWG) in Q3 2020, closing a stake of 1,340 shares — an estimated $4K sold.

Evoke Wealth first reported a position in NWG in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q2 2020. 96 funds tracked by Wall St. Rank hold NWG as of Q3 2020.

Evoke Wealth reported no remaining NatWest position as of Q3 2020 after selling out during the quarter.
Evoke Wealth sold 1,340 NatWest shares in Q3 2020, an estimated $4K.
Evoke Wealth first reported a position in NatWest in Q3 2019 and held it in 4 quarters.
Evoke Wealth's NatWest position peaked at $4K in Q2 2020.
96 funds tracked by Wall St. Rank held NatWest as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.