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Integrated Wealth Management (Palm Desert)’s NatWest NWG Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-576
Closed -$3K – 762
2016
Q3 		$3K Hold
576
– – ﹤0.01% 1007
2016
Q2 		$3K Buy
+576
New +$4.04K ﹤0.01% 1017

Other funds holding NWG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Jane Street
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s NWG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of NatWest (NWG) in Q4 2016, closing a stake of 576 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NWG in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 89 funds tracked by Wall St. Rank hold NWG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining NatWest position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 576 NatWest shares in Q4 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in NatWest in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s NatWest position peaked at $3K in Q3 2016.
  • 89 funds tracked by Wall St. Rank held NatWest as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.