Lenox Wealth Management’s NatWest NWG Stock Holding History

Lenox 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
2020 Q2	$4K	Buy	1,297 +1,063	+454%	+$3.31K	﹤0.01%	564
2020 Q1	$0	Sell	234 -661	-74%	-$3.48K	﹤0.01%	743
2019 Q4	$6K	Sell	895 -109	-11%	-$682	﹤0.01%	510
2019 Q3	$5K	Buy	1,004 +607	+153%	+$3.37K	﹤0.01%	539
2019 Q2	$2K	Hold	397	–	–	﹤0.01%	605
2019 Q1	$3K	Buy	397 +374	+1,626%	+$2.62K	﹤0.01%	583
2018 Q4	$2K	Buy	+23	New	+$147	﹤0.01%	560

Other funds holding NWG

PPA

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Lenox Wealth Management's NWG Position: Q2 2020 in Review

Lenox Wealth Management increased its NatWest (NWG) stake by 454% in Q2 2020, buying an estimated $3.31K and bringing the position to 1,297 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Lenox Wealth Management first reported a position in NWG in Q4 2018 and has held it in 7 quarters since. The position peaked at $6K in Q4 2019. 110 funds tracked by Wall St. Rank hold NWG as of Q2 2020.

Lenox Wealth Management held 1,297 shares of NatWest worth $4K as of Q2 2020.
Lenox Wealth Management bought 1,063 NatWest shares in Q2 2020, an estimated $3.31K.
NatWest made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #564 holding.
Lenox Wealth Management first reported a position in NatWest in Q4 2018 and has held it in 7 quarters since.
Lenox Wealth Management's NatWest position peaked at $6K in Q4 2019.
110 funds tracked by Wall St. Rank held NatWest as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.