Lourd Capital’s NatWest NWG Stock Holding History

Lourd Capital’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
2018 Q4	–	Sell	-16,413	Closed	-$115K	–	330
2018 Q3	$115K	Buy	+16,413	New	+$116K	0.01%	331
2018 Q1	–	Sell	-15,919	Closed	-$131K	–	263
2017 Q4	$131K	Buy	+15,919	New	+$127K	0.01%	357

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

NIMC

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

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

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

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

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

Lourd Capital's NWG Position: Q4 2018 in Review

Lourd Capital sold out of NatWest (NWG) in Q4 2018, closing a stake of 16,413 shares — an estimated $115K sold.

Lourd Capital first reported a position in NWG in Q4 2017 and held it in 2 quarters. The position peaked at $131K in Q4 2017. 127 funds tracked by Wall St. Rank hold NWG as of Q4 2018.

Lourd Capital reported no remaining NatWest position as of Q4 2018 after selling out during the quarter.
Lourd Capital sold 16,413 NatWest shares in Q4 2018, an estimated $115K.
Lourd Capital first reported a position in NatWest in Q4 2017 and held it in 2 quarters.
Lourd Capital's NatWest position peaked at $131K in Q4 2017.
127 funds tracked by Wall St. Rank held NatWest as of Q4 2018.

Based on Lourd Capital's 13F filing for Q4 2018, filed 17 Jan 2019.