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Independent Portfolio Consultants’s NatWest NWG Stock Holding History

Independent Portfolio Consultants’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
-1,449
Closed -$18.5K – 851
2014
Q3 		$19K Sell
1,449
-19,258
-93% -$239K 0.01% 700
2014
Q2 		$252K Hold
20,707
– – 0.07% 409
2014
Q1 		$231K Sell
20,707
-22,913
-53% -$275K 0.07% 411
2013
Q4 		$532K Sell
43,620
-1,184
-3% -$14.2K 0.19% 201
2013
Q3 		$559K Buy
+44,804
New +$501K 0.22% 168

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

Independent Portfolio Consultants's NWG Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of NatWest (NWG) in Q4 2014, closing a stake of 1,449 shares — an estimated $18.5K sold.

Independent Portfolio Consultants first reported a position in NWG in Q3 2013 and held it in 5 quarters. The position peaked at $559K in Q3 2013. 89 funds tracked by Wall St. Rank hold NWG as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining NatWest position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,449 NatWest shares in Q4 2014, an estimated $18.5K.
  • Independent Portfolio Consultants first reported a position in NatWest in Q3 2013 and held it in 5 quarters.
  • Independent Portfolio Consultants's NatWest position peaked at $559K in Q3 2013.
  • 89 funds tracked by Wall St. Rank held NatWest as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.