Ladenburg Thalmann Financial Services’s NatWest NWG Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$4K	Hold	567	–	–	﹤0.01%	4870
2019 Q3	$4K	Buy	567 +285	+101%	+$1.58K	﹤0.01%	4780
2019 Q2	$2K	Hold	282	–	–	﹤0.01%	4987
2019 Q1	$2K	Sell	282 -37	-12%	-$260	﹤0.01%	4954
2018 Q4	$2K	Buy	319 +37	+13%	+$237	﹤0.01%	4910
2018 Q3	$2K	Sell	282 -11	-4%	-$78	﹤0.01%	4899
2018 Q2	$2K	Hold	293	–	–	﹤0.01%	4881
2018 Q1	$2K	Buy	293 +3	+1%	+$25	﹤0.01%	4881
2017 Q4	$2K	Sell	290 -35	-11%	-$280	﹤0.01%	4793
2017 Q3	$3K	Sell	325 -217	-40%	-$1.57K	﹤0.01%	4579
2017 Q2	$4K	Buy	542 +155	+40%	+$1.08K	﹤0.01%	4393
2017 Q1	$3K	Hold	387	–	–	﹤0.01%	4473
2016 Q4	$2K	Sell	387 -718	-65%	-$3.86K	﹤0.01%	4548
2016 Q3	$6K	Buy	1,105 +162	+17%	+$865	﹤0.01%	4079
2016 Q2	$5K	Sell	943 -465	-33%	-$3.26K	﹤0.01%	4138
2016 Q1	$10K	Buy	1,408 +743	+112%	+$5.63K	﹤0.01%	3709
2015 Q4	$6K	Hold	665	–	–	﹤0.01%	3967
2015 Q3	$7K	Hold	665	–	–	﹤0.01%	3755
2015 Q2	$8K	Hold	665	–	–	﹤0.01%	3827
2015 Q1	$7K	Buy	665 +557	+516%	+$6.75K	﹤0.01%	3826
2014 Q4	$1K	Buy	108 +36	+50%	+$461	﹤0.01%	4222
2014 Q3	$1K	Hold	72	–	–	﹤0.01%	3810
2014 Q2	$1K	Hold	72	–	–	﹤0.01%	3773
2014 Q1	$1K	Hold	72	–	–	﹤0.01%	3640
2013 Q4	$1K	Hold	72	–	–	﹤0.01%	3628
2013 Q3	$1K	Hold	72	–	–	﹤0.01%	3575
2013 Q2	$1K	Buy	+72	New	+$724	﹤0.01%	3484

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

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's NWG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its NatWest (NWG) position steady in Q4 2019 at 567 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4870.

Ladenburg Thalmann Financial Services first reported a position in NWG in Q2 2013 and has held it in 27 quarters since. The position peaked at $10K in Q1 2016. 107 funds tracked by Wall St. Rank hold NWG as of Q4 2019.

Ladenburg Thalmann Financial Services held 567 shares of NatWest worth $4K as of Q4 2019.
Ladenburg Thalmann Financial Services left its NatWest share count unchanged in Q4 2019.
NatWest made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4870 holding.
Ladenburg Thalmann Financial Services first reported a position in NatWest in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's NatWest position peaked at $10K in Q1 2016.
107 funds tracked by Wall St. Rank held NatWest as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.