Shine Investment Advisory Services’s NatWest NWG Stock Holding History

Shine Investment Advisory Services’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 Q3	–	Sell	-3,548	Closed	-$12K	–	753
2020 Q2	$12K	Buy	3,548 +575	+19%	+$1.79K	﹤0.01%	531
2020 Q1	$9K	Hold	2,973	–	–	﹤0.01%	531
2019 Q4	$21K	Hold	2,973	–	–	0.01%	469
2019 Q3	$16K	Hold	2,973	–	–	0.01%	486
2019 Q2	$18K	Sell	2,973 -16	-0.5%	-$105	0.01%	469
2019 Q1	$21K	Hold	2,989	–	–	0.01%	456
2018 Q4	$18K	Hold	2,989	–	–	0.01%	450
2018 Q3	$21K	Hold	2,989	–	–	0.01%	440
2018 Q2	$22K	Hold	2,989	–	–	0.01%	440
2018 Q1	$24K	Hold	2,989	–	–	0.01%	436
2017 Q4	$25K	Hold	2,989	–	–	0.01%	418
2017 Q3	$23K	Hold	2,989	–	–	0.01%	431
2017 Q2	$21K	Buy	+2,989	New	+$20.9K	0.01%	426

Other funds holding NWG

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Goldman Sachs New York $871B AUM 31.28% 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

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Shine Investment Advisory Services's NWG Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of NatWest (NWG) in Q3 2020, closing a stake of 3,548 shares — an estimated $12K sold.

Shine Investment Advisory Services first reported a position in NWG in Q2 2017 and held it in 13 quarters. The position peaked at $25K in Q4 2017. 96 funds tracked by Wall St. Rank hold NWG as of Q3 2020.

Shine Investment Advisory Services reported no remaining NatWest position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 3,548 NatWest shares in Q3 2020, an estimated $12K.
Shine Investment Advisory Services first reported a position in NatWest in Q2 2017 and held it in 13 quarters.
Shine Investment Advisory Services's NatWest position peaked at $25K in Q4 2017.
96 funds tracked by Wall St. Rank held NatWest as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.