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Evolution Wealth Advisors’s NatWest NWG Stock Holding History

Evolution Wealth Advisors’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
Q1 		– Sell
-357
Closed -$2K – 545
2019
Q4 		$2K Sell
357
-111,113
-100% -$696K ﹤0.01% 588
2019
Q3 		$612K Buy
+111,470
New +$619K 0.29% 23

Other funds holding NWG

Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Evolution Wealth Advisors's NWG Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of NatWest (NWG) in Q1 2020, closing a stake of 357 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in NWG in Q3 2019 and held it in 2 quarters. The position peaked at $612K in Q3 2019. 119 funds tracked by Wall St. Rank hold NWG as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining NatWest position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 357 NatWest shares in Q1 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in NatWest in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's NatWest position peaked at $612K in Q3 2019.
  • 119 funds tracked by Wall St. Rank held NatWest as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.