Ropes Wealth Advisors’s NatWest NWG Stock Holding History

Ropes Wealth 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
2018 Q4	–	Sell	-95	Closed	-$1K	–	527
2018 Q3	$1K	Hold	95	–	–	﹤0.01%	516
2018 Q2	$1K	Hold	95	–	–	﹤0.01%	554
2018 Q1	$1K	Hold	95	–	–	﹤0.01%	568
2017 Q4	$1K	Buy	+95	New	+$759	﹤0.01%	765

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

Ropes Wealth Advisors's NWG Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of NatWest (NWG) in Q4 2018, closing a stake of 95 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in NWG in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 127 funds tracked by Wall St. Rank hold NWG as of Q4 2018.

Ropes Wealth Advisors reported no remaining NatWest position as of Q4 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 95 NatWest shares in Q4 2018, an estimated $1K.
Ropes Wealth Advisors first reported a position in NatWest in Q4 2017 and held it in 4 quarters.
Ropes Wealth Advisors's NatWest position peaked at $1K in Q3 2018.
127 funds tracked by Wall St. Rank held NatWest as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.