Samalin Investment Counsel’s NatWest NWG Stock Holding History

Samalin Investment Counsel’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 Q1	–	Sell	-2,535	Closed	-$17K	–	406
2019 Q4	$17K	Buy	+2,535	New	+$15.9K	0.01%	397

Other funds holding NWG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Samalin Investment Counsel's NWG Position: Q1 2020 in Review

Samalin Investment Counsel sold out of NatWest (NWG) in Q1 2020, closing a stake of 2,535 shares — an estimated $17K sold.

Samalin Investment Counsel first reported a position in NWG in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 119 funds tracked by Wall St. Rank hold NWG as of Q1 2020.

Samalin Investment Counsel reported no remaining NatWest position as of Q1 2020 after selling out during the quarter.
Samalin Investment Counsel sold 2,535 NatWest shares in Q1 2020, an estimated $17K.
Samalin Investment Counsel first reported a position in NatWest in Q4 2019 and held it in 1 quarter.
Samalin Investment Counsel's NatWest position peaked at $17K in Q4 2019.
119 funds tracked by Wall St. Rank held NatWest as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.