Gupta Wealth Management’s NatWest NWG Stock Holding History

Gupta Wealth Management’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	-1,427	Closed	-$15K	–	1324
2015 Q3	$15K	Buy	+1,427	New	+$16K	﹤0.01%	788

Other funds holding NWG

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TGI

Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RFS

Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gupta Wealth Management's NWG Position: Q4 2015 in Review

Gupta Wealth Management sold out of NatWest (NWG) in Q4 2015, closing a stake of 1,427 shares — an estimated $15K sold.

Gupta Wealth Management first reported a position in NWG in Q3 2015 and held it in 1 quarter. The position peaked at $15K in Q3 2015. 91 funds tracked by Wall St. Rank hold NWG as of Q4 2015.

Gupta Wealth Management reported no remaining NatWest position as of Q4 2015 after selling out during the quarter.
Gupta Wealth Management sold 1,427 NatWest shares in Q4 2015, an estimated $15K.
Gupta Wealth Management first reported a position in NatWest in Q3 2015 and held it in 1 quarter.
Gupta Wealth Management's NatWest position peaked at $15K in Q3 2015.
91 funds tracked by Wall St. Rank held NatWest as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.