Kiley Juergens Wealth Management’s NatWest NWG Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-3,541	Closed	–	–	444
2018 Q3	$0	Hold	3,541	–	–	﹤0.01%	723
2018 Q2	$0	Buy	+3,541	New	+$28.5K	﹤0.01%	660
2018 Q1	–	Sell	-3,541	Closed	-$29K	–	428
2017 Q4	$29K	Buy	+3,541	New	+$28.3K	0.03%	287

Other funds holding NWG

Renaissance Technologies New York $63.9B AUM 45.56% 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

PPA

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kiley Juergens Wealth Management's NWG Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of NatWest (NWG) in Q4 2018, closing a stake of 3,541 shares.

Kiley Juergens Wealth Management first reported a position in NWG in Q4 2017 and held it in 3 quarters. The position peaked at $29K in Q4 2017. 127 funds tracked by Wall St. Rank hold NWG as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining NatWest position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 3,541 NatWest shares in Q4 2018.
Kiley Juergens Wealth Management first reported a position in NatWest in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's NatWest position peaked at $29K in Q4 2017.
127 funds tracked by Wall St. Rank held NatWest as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.