Northwest Wealth Management’s NatWest NWG Stock Holding History

Northwest 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
2019 Q2	–	Sell	-94	Closed	-$1K	–	357
2019 Q1	$1K	Hold	94	–	–	﹤0.01%	504
2018 Q4	$1K	Buy	94 +1	+1%	+$6	﹤0.01%	487
2018 Q3	$1K	Hold	93	–	–	﹤0.01%	507
2018 Q2	$1K	Hold	93	–	–	﹤0.01%	495
2018 Q1	$1K	Buy	+93	New	+$782	﹤0.01%	508

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

NIMC

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

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

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

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

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

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

Northwest Wealth Management's NWG Position: Q2 2019 in Review

Northwest Wealth Management sold out of NatWest (NWG) in Q2 2019, closing a stake of 94 shares — an estimated $1K sold.

Northwest Wealth Management first reported a position in NWG in Q1 2018 and held it in 5 quarters. The position peaked at $1K in Q1 2019. 119 funds tracked by Wall St. Rank hold NWG as of Q2 2019.

Northwest Wealth Management reported no remaining NatWest position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 94 NatWest shares in Q2 2019, an estimated $1K.
Northwest Wealth Management first reported a position in NatWest in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's NatWest position peaked at $1K in Q1 2019.
119 funds tracked by Wall St. Rank held NatWest as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.