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NAB

WealthStone’s NATL AUSTRALIA BK LTD ADS5 NAB Stock Holding History

WealthStone’s Portfolio NAB Stock Details NAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-480
Closed -$4.52K – 713
2019
Q2 		$4.52K Buy
480
+140
+41% +$1.32K ﹤0.01% 359
2019
Q1 		$3K Buy
+340
New +$3K 0.11% 33

Other funds holding NAB

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
KS
Karpas Strategies Litchfield, Connecticut $319M AUM 14.42% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
AP
Advisor Partners Walnut Creek, California $1.42B AUM 3.97% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

WealthStone's NAB Position: Q3 2019 in Review

WealthStone sold out of NATL AUSTRALIA BK LTD ADS5 (NAB) in Q3 2019, closing a stake of 480 shares — an estimated $4.52K sold.

WealthStone first reported a position in NAB in Q1 2019 and held it in 2 quarters. The position peaked at $4.52K in Q2 2019. 10 funds tracked by Wall St. Rank hold NAB as of Q3 2019.

  • WealthStone reported no remaining NATL AUSTRALIA BK LTD ADS5 position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 480 NATL AUSTRALIA BK LTD ADS5 shares in Q3 2019, an estimated $4.52K.
  • WealthStone first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q1 2019 and held it in 2 quarters.
  • WealthStone's NATL AUSTRALIA BK LTD ADS5 position peaked at $4.52K in Q2 2019.
  • 10 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.