Scholtz & Company’s NatWest NWG Stock Holding History

Scholtz & Company’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	-88,562	Closed	-$614K	–	69
2019 Q4	$614K	Buy	+88,562	New	+$554K	0.36%	46

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

Scholtz & Company's NWG Position: Q1 2020 in Review

Scholtz & Company sold out of NatWest (NWG) in Q1 2020, closing a stake of 88,562 shares — an estimated $614K sold.

Scholtz & Company first reported a position in NWG in Q4 2019 and held it in 1 quarter. The position peaked at $614K in Q4 2019. 119 funds tracked by Wall St. Rank hold NWG as of Q1 2020.

Scholtz & Company reported no remaining NatWest position as of Q1 2020 after selling out during the quarter.
Scholtz & Company sold 88,562 NatWest shares in Q1 2020, an estimated $614K.
Scholtz & Company first reported a position in NatWest in Q4 2019 and held it in 1 quarter.
Scholtz & Company's NatWest position peaked at $614K in Q4 2019.
119 funds tracked by Wall St. Rank held NatWest as of Q1 2020.

Based on Scholtz & Company's 13F filing for Q1 2020, filed 14 May 2020.