Harbor Investment Advisory’s NatWest NWG Stock Holding History

Harbor Investment Advisory’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
2020 Q1	–	Sell	-1	Closed	–	–	1139
2019 Q4	$0	Buy	+1	New	+$6	﹤0.01%	941

Other funds holding NWG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Harbor Investment Advisory's NWG Position: Q1 2020 in Review

Harbor Investment Advisory sold out of NatWest (NWG) in Q1 2020, closing a stake of 1 share.

Harbor Investment Advisory first reported a position in NWG in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 119 funds tracked by Wall St. Rank hold NWG as of Q1 2020.

Harbor Investment Advisory reported no remaining NatWest position as of Q1 2020 after selling out during the quarter.
Harbor Investment Advisory sold 1 NatWest share in Q1 2020.
Harbor Investment Advisory first reported a position in NatWest in Q4 2019 and held it in 1 quarter.
Harbor Investment Advisory's NatWest position peaked at $0 in Q4 2019.
119 funds tracked by Wall St. Rank held NatWest as of Q1 2020.

Based on Harbor Investment Advisory's 13F filing for Q1 2020, filed 11 May 2020.