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Loring Wolcott & Coolidge Fiduciary Advisors’s NatWest NWG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-1,334
Closed -$8K – 880
2021
Q2 		$8K Buy
+1,334
New +$8.06K ﹤0.01% 678

Other funds holding NWG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NWG Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of NatWest (NWG) in Q3 2021, closing a stake of 1,334 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NWG in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 111 funds tracked by Wall St. Rank hold NWG as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining NatWest position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,334 NatWest shares in Q3 2021, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NatWest in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's NatWest position peaked at $8K in Q2 2021.
  • 111 funds tracked by Wall St. Rank held NatWest as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.