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Wealthspire Advisors (Maryland)’s NatWest NWG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,529
Closed -$11K – 1495
2019
Q1 		$11K Sell
1,529
-191
-11% -$1.34K ﹤0.01% 1495
2018
Q4 		$10K Buy
1,720
+765
+80% +$4.9K ﹤0.01% 1471
2018
Q3 		$7K Sell
955
-418
-30% -$2.96K ﹤0.01% 1670
2018
Q2 		$10K Buy
1,373
+134
+11% +$1.08K ﹤0.01% 1548
2018
Q1 		$10K Buy
1,239
+216
+21% +$1.82K ﹤0.01% 1578
2017
Q4 		$8K Buy
1,023
+219
+27% +$1.75K ﹤0.01% 1682
2017
Q3 		$6K Sell
804
-26
-3% -$189 ﹤0.01% 1744
2017
Q2 		$6K Buy
830
+26
+3% +$182 ﹤0.01% 1716
2017
Q1 		$5K Buy
804
+604
+302% +$3.8K ﹤0.01% 1521
2016
Q4 		$1K Sell
200
-717
-78% -$3.86K ﹤0.01% 1663
2016
Q3 		$5K Buy
917
+655
+250% +$3.5K ﹤0.01% 1397
2016
Q2 		$1K Sell
262
-378
-59% -$2.65K ﹤0.01% 1619
2016
Q1 		$4K Buy
640
+378
+144% +$2.87K ﹤0.01% 1401
2015
Q4 		$3K Buy
+262
New +$2.67K ﹤0.01% 1470

Other funds holding NWG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NWG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of NatWest (NWG) in Q2 2019, closing a stake of 1,529 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in NWG in Q4 2015 and held it in 14 quarters. The position peaked at $11K in Q1 2019. 119 funds tracked by Wall St. Rank hold NWG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining NatWest position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,529 NatWest shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in NatWest in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s NatWest position peaked at $11K in Q1 2019.
  • 119 funds tracked by Wall St. Rank held NatWest as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.