Lion Street Advisors’s NatWest NWG Stock Holding History

Lion Street 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
2020 Q2	–	Sell	-240	Closed	-$1K	–	286
2020 Q1	$1K	Buy	+240	New	+$1.26K	0.01%	399

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

Lion Street Advisors's NWG Position: Q2 2020 in Review

Lion Street Advisors sold out of NatWest (NWG) in Q2 2020, closing a stake of 240 shares — an estimated $1K sold.

Lion Street Advisors first reported a position in NWG in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 110 funds tracked by Wall St. Rank hold NWG as of Q2 2020.

Lion Street Advisors reported no remaining NatWest position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 240 NatWest shares in Q2 2020, an estimated $1K.
Lion Street Advisors first reported a position in NatWest in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's NatWest position peaked at $1K in Q1 2020.
110 funds tracked by Wall St. Rank held NatWest as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.