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Financial Architects (New Jersey)’s NatWest NWG Stock Holding History

Financial Architects (New Jersey)’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
2015
Q3 		– Sell
-2,229
Closed -$60K – 674
2015
Q2 		$60K Buy
+2,229
New +$25.9K 0.02% 405

Other funds holding NWG

TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Financial Architects (New Jersey)'s NWG Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of NatWest (NWG) in Q3 2015, closing a stake of 2,229 shares — an estimated $60K sold.

Financial Architects (New Jersey) first reported a position in NWG in Q2 2015 and held it in 1 quarter. The position peaked at $60K in Q2 2015. 80 funds tracked by Wall St. Rank hold NWG as of Q3 2015.

  • Financial Architects (New Jersey) reported no remaining NatWest position as of Q3 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 2,229 NatWest shares in Q3 2015, an estimated $60K.
  • Financial Architects (New Jersey) first reported a position in NatWest in Q2 2015 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s NatWest position peaked at $60K in Q2 2015.
  • 80 funds tracked by Wall St. Rank held NatWest as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.