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Grimes & Company’s NatWest NWG Stock Holding History

Grimes & Company’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
2014
Q4 		– Sell
-11,444
Closed -$147K – 172
2014
Q3 		$147K Buy
+11,444
New +$142K 0.04% 152

Other funds holding NWG

VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Grimes & Company's NWG Position: Q4 2014 in Review

Grimes & Company sold out of NatWest (NWG) in Q4 2014, closing a stake of 11,444 shares — an estimated $147K sold.

Grimes & Company first reported a position in NWG in Q3 2014 and held it in 1 quarter. The position peaked at $147K in Q3 2014. 89 funds tracked by Wall St. Rank hold NWG as of Q4 2014.

  • Grimes & Company reported no remaining NatWest position as of Q4 2014 after selling out during the quarter.
  • Grimes & Company sold 11,444 NatWest shares in Q4 2014, an estimated $147K.
  • Grimes & Company first reported a position in NatWest in Q3 2014 and held it in 1 quarter.
  • Grimes & Company's NatWest position peaked at $147K in Q3 2014.
  • 89 funds tracked by Wall St. Rank held NatWest as of Q4 2014.

Based on Grimes & Company's 13F filing for Q4 2014, filed 12 Feb 2015.