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NWQ Investment Management Company’s NatWest NWG Stock Holding History

NWQ Investment Management Company’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
Q3 		– Sell
-2,078,990
Closed -$683K – 164
2020
Q2 		$683K Buy
2,078,990
+59,659
+3% +$185K 22.83% 1
2020
Q1 		$2.46M Sell
2,019,331
-37,914
-2% -$200K 0.1% 133
2019
Q4 		$14.3M Sell
2,057,245
-169,212
-8% -$1.06M 0.35% 98
2019
Q3 		$12.2M Sell
2,226,457
-112,126
-5% -$623K 0.3% 113
2019
Q2 		$14.3M Buy
2,338,583
+119,208
+5% +$781K 0.32% 104
2019
Q1 		$15.6M Buy
2,219,375
+212,079
+11% +$1.49M 0.34% 103
2018
Q4 		$12.1M Sell
2,007,296
-420,206
-17% -$2.69M 0.29% 112
2018
Q3 		$16.7M Sell
2,427,502
-70,188
-3% -$496K 0.33% 106
2018
Q2 		$18.3M Sell
2,497,690
-264,246
-10% -$2.13M 0.33% 107
2018
Q1 		$22M Sell
2,761,936
-127,362
-4% -$1.07M 0.36% 97
2017
Q4 		$23.8M Sell
2,889,298
-147,977
-5% -$1.18M 0.31% 103
2017
Q3 		$23.8M Sell
3,037,275
-140,715
-4% -$1.02M 0.29% 102
2017
Q2 		$22.3M Sell
3,177,990
-221,261
-7% -$1.55M 0.31% 103
2017
Q1 		$22.4M Buy
3,399,251
+165,647
+5% +$1.04M 0.29% 104
2016
Q4 		$19.3M Buy
3,233,604
+821,642
+34% +$4.42M 0.26% 109
2016
Q3 		$12.1M Buy
+2,411,962
New +$12.9M 0.18% 123

Other funds holding NWG

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

NWQ Investment Management Company's NWG Position: Q3 2020 in Review

NWQ Investment Management Company sold out of NatWest (NWG) in Q3 2020, closing a stake of 2,078,990 shares — an estimated $683K sold.

NWQ Investment Management Company first reported a position in NWG in Q3 2016 and held it in 16 quarters. The position peaked at $23.8M in Q3 2017. 96 funds tracked by Wall St. Rank hold NWG as of Q3 2020.

  • NWQ Investment Management Company reported no remaining NatWest position as of Q3 2020 after selling out during the quarter.
  • NWQ Investment Management Company sold 2,078,990 NatWest shares in Q3 2020, an estimated $683K.
  • NWQ Investment Management Company first reported a position in NatWest in Q3 2016 and held it in 16 quarters.
  • NWQ Investment Management Company's NatWest position peaked at $23.8M in Q3 2017.
  • 96 funds tracked by Wall St. Rank held NatWest as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.