Lenox Wealth Advisors’s NatWest NWG Stock Holding History

Lenox Wealth Advisors’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
2015 Q4	–	Sell	-399	Closed	-$4K	–	548
2015 Q3	$4K	Hold	399	–	–	﹤0.01%	286
2015 Q2	$5K	Hold	399	–	–	﹤0.01%	214
2015 Q1	$4K	Hold	399	–	–	﹤0.01%	263
2014 Q4	$5K	Hold	399	–	–	﹤0.01%	243
2014 Q3	$5K	Buy	+399	New	+$4.96K	﹤0.01%	236

Other funds holding NWG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TGI

Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return

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

PPA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RFS

Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return

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

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

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lenox Wealth Advisors's NWG Position: Q4 2015 in Review

Lenox Wealth Advisors sold out of NatWest (NWG) in Q4 2015, closing a stake of 399 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in NWG in Q3 2014 and held it in 5 quarters. The position peaked at $5K in Q2 2015. 90 funds tracked by Wall St. Rank hold NWG as of Q4 2015.

Lenox Wealth Advisors reported no remaining NatWest position as of Q4 2015 after selling out during the quarter.
Lenox Wealth Advisors sold 399 NatWest shares in Q4 2015, an estimated $4K.
Lenox Wealth Advisors first reported a position in NatWest in Q3 2014 and held it in 5 quarters.
Lenox Wealth Advisors's NatWest position peaked at $5K in Q2 2015.
90 funds tracked by Wall St. Rank held NatWest as of Q4 2015.

Based on Lenox Wealth Advisors's 13F filing for Q4 2015, filed 8 Jan 2016.