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First Personal Financial Services’s NatWest NWG Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-131
Closed -$2K – 509
2015
Q1 		$2K Hold
131
– – ﹤0.01% 453
2014
Q4 		$1K Buy
+131
New +$1.68K ﹤0.01% 429

Other funds holding NWG

VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Personal Financial Services's NWG Position: Q2 2015 in Review

First Personal Financial Services sold out of NatWest (NWG) in Q2 2015, closing a stake of 131 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in NWG in Q4 2014 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 80 funds tracked by Wall St. Rank hold NWG as of Q2 2015.

  • First Personal Financial Services reported no remaining NatWest position as of Q2 2015 after selling out during the quarter.
  • First Personal Financial Services sold 131 NatWest shares in Q2 2015, an estimated $2K.
  • First Personal Financial Services first reported a position in NatWest in Q4 2014 and held it in 2 quarters.
  • First Personal Financial Services's NatWest position peaked at $2K in Q1 2015.
  • 80 funds tracked by Wall St. Rank held NatWest as of Q2 2015.

Based on First Personal Financial Services's 13F filing for Q2 2015, filed 14 Aug 2015.