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Tortoise Investment Management’s NatWest NWG Stock Holding History

Tortoise Investment Management’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
2013
Q4 		– Sell
-1,857
Closed -$23K – 372
2013
Q3 		$23K Buy
+1,857
New +$20.8K 0.01% 193

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MAA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CC
Coastland Capital Palo Alto, California $1.6B AUM 29.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Tortoise Investment Management's NWG Position: Q4 2013 in Review

Tortoise Investment Management sold out of NatWest (NWG) in Q4 2013, closing a stake of 1,857 shares — an estimated $23K sold.

Tortoise Investment Management first reported a position in NWG in Q3 2013 and held it in 1 quarter. The position peaked at $23K in Q3 2013. 83 funds tracked by Wall St. Rank hold NWG as of Q4 2013.

  • Tortoise Investment Management reported no remaining NatWest position as of Q4 2013 after selling out during the quarter.
  • Tortoise Investment Management sold 1,857 NatWest shares in Q4 2013, an estimated $23K.
  • Tortoise Investment Management first reported a position in NatWest in Q3 2013 and held it in 1 quarter.
  • Tortoise Investment Management's NatWest position peaked at $23K in Q3 2013.
  • 83 funds tracked by Wall St. Rank held NatWest as of Q4 2013.

Based on Tortoise Investment Management's 13F filing for Q4 2013, filed 12 Feb 2014.