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Regal Investment Advisors’s NatWest NWG Stock Holding History

Regal Investment 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
2014
Q2 		– Sell
-14
Closed – – 938
2014
Q1 		$0 Hold
14
– – ﹤0.01% 928
2013
Q4 		$0 Hold
14
– – ﹤0.01% 918
2013
Q3 		$0 Hold
14
– – ﹤0.01% 915
2013
Q2 		$0 Buy
+14
New +$141 ﹤0.01% 897

Other funds holding NWG

VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Regal Investment Advisors's NWG Position: Q2 2014 in Review

Regal Investment Advisors sold out of NatWest (NWG) in Q2 2014, closing a stake of 14 shares.

Regal Investment Advisors first reported a position in NWG in Q2 2013 and held it in 4 quarters. The position peaked at $0 in Q1 2014. 82 funds tracked by Wall St. Rank hold NWG as of Q2 2014.

  • Regal Investment Advisors reported no remaining NatWest position as of Q2 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 14 NatWest shares in Q2 2014.
  • Regal Investment Advisors first reported a position in NatWest in Q2 2013 and held it in 4 quarters.
  • Regal Investment Advisors's NatWest position peaked at $0 in Q1 2014.
  • 82 funds tracked by Wall St. Rank held NatWest as of Q2 2014.

Based on Regal Investment Advisors's 13F filing for Q2 2014, filed 4 Aug 2014.