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FineMark National Bank & Trust’s NatWest NWG Stock Holding History

FineMark National Bank & Trust’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
Q4 		– Sell
-279
Closed -$3K – 1441
2015
Q3 		$3K Hold
279
– – ﹤0.01% 1183
2015
Q2 		$3K Hold
279
– – ﹤0.01% 1198
2015
Q1 		$3K Hold
279
– – ﹤0.01% 1197
2014
Q4 		$4K Hold
279
– – ﹤0.01% 1189
2014
Q3 		$4K Hold
279
– – ﹤0.01% 1173
2014
Q2 		$3K Sell
279
-547
-66% -$6.43K ﹤0.01% 1236
2014
Q1 		$9K Buy
826
+278
+51% +$3.33K ﹤0.01% 1069
2013
Q4 		$7K Buy
+548
New +$6.57K ﹤0.01% 1094
2013
Q3 		– Sell
-97
Closed -$1K – 1586
2013
Q2 		$1K Buy
+97
New +$975 ﹤0.01% 1340

Other funds holding NWG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

FineMark National Bank & Trust's NWG Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of NatWest (NWG) in Q4 2015, closing a stake of 279 shares — an estimated $3K sold.

FineMark National Bank & Trust first reported a position in NWG in Q2 2013 and held it in 9 quarters. The position peaked at $9K in Q1 2014. 91 funds tracked by Wall St. Rank hold NWG as of Q4 2015.

  • FineMark National Bank & Trust reported no remaining NatWest position as of Q4 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 279 NatWest shares in Q4 2015, an estimated $3K.
  • FineMark National Bank & Trust first reported a position in NatWest in Q2 2013 and held it in 9 quarters.
  • FineMark National Bank & Trust's NatWest position peaked at $9K in Q1 2014.
  • 91 funds tracked by Wall St. Rank held NatWest as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.