OIA
NW.PRC.CL

OneDigital Investment Advisors’s Natwest Bank Ads Series C NW.PRC.CL Stock Holding History

OneDigital Investment Advisors’s Portfolio NW.PRC.CL Stock Details NW.PRC.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,983
Closed -$131K – 1240
2017
Q2 		$131K Buy
+4,983
New +$131K 0.04% 263

Other funds holding NW.PRC.CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
TC
Travelers Companies Saint Paul, Minnesota $142M AUM 42.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
OIM
Opus Investment Management Worcester, Massachusetts $168M AUM 17.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OneDigital Investment Advisors's NW.PRC.CL Position: Q3 2017 in Review

OneDigital Investment Advisors sold out of Natwest Bank Ads Series C (NW.PRC.CL) in Q3 2017, closing a stake of 4,983 shares — an estimated $131K sold.

OneDigital Investment Advisors first reported a position in NW.PRC.CL in Q2 2017 and held it in 1 quarter. The position peaked at $131K in Q2 2017. 35 funds tracked by Wall St. Rank hold NW.PRC.CL as of Q3 2017.

  • OneDigital Investment Advisors reported no remaining Natwest Bank Ads Series C position as of Q3 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,983 Natwest Bank Ads Series C shares in Q3 2017, an estimated $131K.
  • OneDigital Investment Advisors first reported a position in Natwest Bank Ads Series C in Q2 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's Natwest Bank Ads Series C position peaked at $131K in Q2 2017.
  • 35 funds tracked by Wall St. Rank held Natwest Bank Ads Series C as of Q3 2017.

Based on OneDigital Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.