KCPG
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Kavar Capital Partners Group’s NatWest NWG Stock Holding History

Kavar Capital Partners Group’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
Q1 		– Sell
-218
Closed -$2K – 296
2015
Q4 		$2K Hold
218
– – ﹤0.01% 360
2015
Q3 		$2K Buy
218
+45
+26% +$505 ﹤0.01% 360
2015
Q2 		$2K Buy
+173
New +$2.01K ﹤0.01% 392

Other funds holding NWG

TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
PDT Partners New York $1.69B AUM 74.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kavar Capital Partners Group's NWG Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of NatWest (NWG) in Q1 2016, closing a stake of 218 shares — an estimated $2K sold.

Kavar Capital Partners Group first reported a position in NWG in Q2 2015 and held it in 3 quarters. The position peaked at $2K in Q4 2015. 88 funds tracked by Wall St. Rank hold NWG as of Q1 2016.

  • Kavar Capital Partners Group reported no remaining NatWest position as of Q1 2016 after selling out during the quarter.
  • Kavar Capital Partners Group sold 218 NatWest shares in Q1 2016, an estimated $2K.
  • Kavar Capital Partners Group first reported a position in NatWest in Q2 2015 and held it in 3 quarters.
  • Kavar Capital Partners Group's NatWest position peaked at $2K in Q4 2015.
  • 88 funds tracked by Wall St. Rank held NatWest as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.