Steel Grove Capital Advisors’s NatWest NWG Stock Holding History

Steel Grove Capital 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
2016 Q4	–	Sell	-9,681	Closed	-$49K	–	254
2016 Q3	$49K	Sell	9,681 -9,398	-49%	-$50.2K	0.01%	199
2016 Q2	$97K	Buy	+19,079	New	+$134K	0.02%	185

Other funds holding NWG

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPA

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Steel Grove Capital Advisors's NWG Position: Q4 2016 in Review

Steel Grove Capital Advisors sold out of NatWest (NWG) in Q4 2016, closing a stake of 9,681 shares — an estimated $49K sold.

Steel Grove Capital Advisors first reported a position in NWG in Q2 2016 and held it in 2 quarters. The position peaked at $97K in Q2 2016. 89 funds tracked by Wall St. Rank hold NWG as of Q4 2016.

Steel Grove Capital Advisors reported no remaining NatWest position as of Q4 2016 after selling out during the quarter.
Steel Grove Capital Advisors sold 9,681 NatWest shares in Q4 2016, an estimated $49K.
Steel Grove Capital Advisors first reported a position in NatWest in Q2 2016 and held it in 2 quarters.
Steel Grove Capital Advisors's NatWest position peaked at $97K in Q2 2016.
89 funds tracked by Wall St. Rank held NatWest as of Q4 2016.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2016, filed 17 Feb 2017.