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WFG Advisors’s NatWest NWG Stock Holding History

WFG 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
-17
Closed – – 1669
2016
Q3 		$0 Hold
17
– – ﹤0.01% 1651
2016
Q2 		$0 Hold
17
– – ﹤0.01% 1650
2016
Q1 		$0 Hold
17
– – ﹤0.01% 1634
2015
Q4 		$0 Hold
17
– – ﹤0.01% 1639
2015
Q3 		$0 Hold
17
– – ﹤0.01% 1681
2015
Q2 		$0 Hold
17
– – ﹤0.01% 1761
2015
Q1 		$0 Hold
17
– – ﹤0.01% 1971
2014
Q4 		$0 Hold
17
– – ﹤0.01% 2194
2014
Q3 		$0 Hold
17
– – ﹤0.01% 2151
2014
Q2 		$0 Hold
17
– – ﹤0.01% 2038
2014
Q1 		$0 Hold
17
– – ﹤0.01% 2158
2013
Q4 		$0 Hold
17
– – ﹤0.01% 2285
2013
Q3 		$0 Buy
+17
New +$190 ﹤0.01% 2222

Other funds holding NWG

Bank of New York Mellon
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

WFG Advisors's NWG Position: Q4 2016 in Review

WFG Advisors sold out of NatWest (NWG) in Q4 2016, closing a stake of 17 shares.

WFG Advisors first reported a position in NWG in Q3 2013 and held it in 13 quarters. The position peaked at $0 in Q3 2016. 88 funds tracked by Wall St. Rank hold NWG as of Q4 2016.

  • WFG Advisors reported no remaining NatWest position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 17 NatWest shares in Q4 2016.
  • WFG Advisors first reported a position in NatWest in Q3 2013 and held it in 13 quarters.
  • WFG Advisors's NatWest position peaked at $0 in Q3 2016.
  • 88 funds tracked by Wall St. Rank held NatWest as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.