FGC
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Financial Gravity Companies’s NatWest NWG Stock Holding History

Financial Gravity Companies’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
Q1 		$0 Buy
17
+4
+31% +$34 ﹤0.01% 1564
2017
Q4 		$0 Buy
+13
New +$104 ﹤0.01% 1426

Other funds holding NWG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 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

Financial Gravity Companies's NWG Position: Q1 2018 in Review

Financial Gravity Companies increased its NatWest (NWG) stake by 31% in Q1 2018, buying an estimated $34 and bringing the position to 17 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Financial Gravity Companies first reported a position in NWG in Q4 2017 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold NWG as of Q1 2018.

  • Financial Gravity Companies held 17 shares of NatWest worth $0 as of Q1 2018.
  • Financial Gravity Companies bought 4 NatWest shares in Q1 2018, an estimated $34.
  • NatWest made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1564 holding.
  • Financial Gravity Companies first reported a position in NatWest in Q4 2017 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held NatWest as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.