Institute for Wealth Management’s NatWest NWG Stock Holding History

Institute for 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
2020 Q3	–	Sell	-9,292	Closed	-$31K	–	436
2020 Q2	$31K	Buy	+9,292	New	+$28.9K	0.01%	426
2019 Q4	–	Sell	-9,532	Closed	-$52K	–	701
2019 Q3	$52K	Sell	9,532 -641	-6%	-$3.56K	0.01%	416
2019 Q2	$62K	Hold	10,173	–	–	0.01%	466
2019 Q1	$71K	Buy	+10,173	New	+$71.4K	0.02%	439
2018 Q1	–	Sell	-15,145	Closed	-$125K	–	357
2017 Q4	$125K	Buy	+15,145	New	+$121K	0.03%	372
2017 Q3	–	Sell	-14,652	Closed	-$103K	–	347
2017 Q2	$103K	Buy	+14,652	New	+$102K	0.03%	401

Other funds holding NWG

PPA

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Institute for Wealth Management's NWG Position: Q3 2020 in Review

Institute for Wealth Management sold out of NatWest (NWG) in Q3 2020, closing a stake of 9,292 shares — an estimated $31K sold.

Institute for Wealth Management first reported a position in NWG in Q2 2017 and held it in 6 quarters. The position peaked at $125K in Q4 2017. 96 funds tracked by Wall St. Rank hold NWG as of Q3 2020.

Institute for Wealth Management reported no remaining NatWest position as of Q3 2020 after selling out during the quarter.
Institute for Wealth Management sold 9,292 NatWest shares in Q3 2020, an estimated $31K.
Institute for Wealth Management first reported a position in NatWest in Q2 2017 and held it in 6 quarters.
Institute for Wealth Management's NatWest position peaked at $125K in Q4 2017.
96 funds tracked by Wall St. Rank held NatWest as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.