HWA
NAB

Heritage Wealth Advisors’s NATL AUSTRALIA BK LTD ADS5 NAB Stock Holding History

Heritage Wealth Advisors’s Portfolio NAB Stock Details NAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-325
Closed -$2.81K – 617
2019
Q4 		$2.81K Buy
+325
New +$2.81K ﹤0.01% 504

Other funds holding NAB

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
KS
Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CWP
CFM Wealth Partners Austin, Texas $667M AUM 27.85% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Heritage Wealth Advisors's NAB Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of NATL AUSTRALIA BK LTD ADS5 (NAB) in Q1 2020, closing a stake of 325 shares — an estimated $2.81K sold.

Heritage Wealth Advisors first reported a position in NAB in Q4 2019 and held it in 1 quarter. The position peaked at $2.81K in Q4 2019. 7 funds tracked by Wall St. Rank hold NAB as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining NATL AUSTRALIA BK LTD ADS5 position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 325 NATL AUSTRALIA BK LTD ADS5 shares in Q1 2020, an estimated $2.81K.
  • Heritage Wealth Advisors first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's NATL AUSTRALIA BK LTD ADS5 position peaked at $2.81K in Q4 2019.
  • 7 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.