WA
NWG icon

Winfield Associates’s NatWest NWG Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-636
Closed -$6K – 470
2017
Q4 		$6K Hold
636
– – ﹤0.01% 496
2017
Q3 		$5K Hold
636
– – ﹤0.01% 496
2017
Q2 		$4K Hold
636
– – ﹤0.01% 583
2017
Q1 		$4K Buy
636
+255
+67% +$1.6K ﹤0.01% 502
2016
Q4 		$2K Sell
381
-199
-34% -$1.07K ﹤0.01% 560
2016
Q3 		$3K Buy
580
+301
+108% +$1.61K ﹤0.01% 493
2016
Q2 		$1K Buy
279
+56
+25% +$393 ﹤0.01% 632
2016
Q1 		$2K Buy
+223
New +$1.69K ﹤0.01% 503

Other funds holding NWG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 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

Winfield Associates's NWG Position: Q1 2018 in Review

Winfield Associates sold out of NatWest (NWG) in Q1 2018, closing a stake of 636 shares — an estimated $6K sold.

Winfield Associates first reported a position in NWG in Q1 2016 and held it in 8 quarters. The position peaked at $6K in Q4 2017. 132 funds tracked by Wall St. Rank hold NWG as of Q1 2018.

  • Winfield Associates reported no remaining NatWest position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 636 NatWest shares in Q1 2018, an estimated $6K.
  • Winfield Associates first reported a position in NatWest in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's NatWest position peaked at $6K in Q4 2017.
  • 132 funds tracked by Wall St. Rank held NatWest as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.