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RPg Family Wealth Advisory’s NatWest NWG Stock Holding History

RPg Family Wealth Advisory’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
2017
Q1 		– Sell
-1,766
Closed -$10.5K – 319
2016
Q4 		$10.5K Buy
+1,766
New +$9.5K 0.01% 254

Other funds holding NWG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

RPg Family Wealth Advisory's NWG Position: Q1 2017 in Review

RPg Family Wealth Advisory sold out of NatWest (NWG) in Q1 2017, closing a stake of 1,766 shares — an estimated $10.5K sold.

RPg Family Wealth Advisory first reported a position in NWG in Q4 2016 and held it in 1 quarter. The position peaked at $10.5K in Q4 2016. 96 funds tracked by Wall St. Rank hold NWG as of Q1 2017.

  • RPg Family Wealth Advisory reported no remaining NatWest position as of Q1 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 1,766 NatWest shares in Q1 2017, an estimated $10.5K.
  • RPg Family Wealth Advisory first reported a position in NatWest in Q4 2016 and held it in 1 quarter.
  • RPg Family Wealth Advisory's NatWest position peaked at $10.5K in Q4 2016.
  • 96 funds tracked by Wall St. Rank held NatWest as of Q1 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2017, filed 12 May 2017.