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NAB
NATL AUSTRALIA BK LTD ADS5
NAB
NAB
Delisted
NAB was delisted on the 15th of June, 2007.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
PPA
1
Parametric Portfolio Associates
Seattle,
Washington
| $43.5M | +$6.65M | +1,031,697 | +18% |
|
| 2 |
KS
2
Karpas Strategies
Litchfield,
Connecticut
| $296K | – | – | – |
|
| 3 |
HJIM
3
Henry James International Management
New York
| $294K | -$26.6K | -4,178 | -8% |
|
| 4 |
SW
4
SVB Wealth
Boston,
Massachusetts
| $97K | +$30.9K | +4,864 | +47% |
|
| 5 |
CH
5
Canton Hathaway
Providence,
Rhode Island
| $27K | +$27K | +4,178 | New |
|
| 6 |
6
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $18K | +$18K | +2,870 | New |
|
| 7 |
BCWM
7
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $5.16K | +$5.16K | +800 | New |
|
| 8 |
BC
8
Bartlett & Co
Cincinnati,
Ohio
| $5K | +$5K | +800 | New |
|
| 9 |
CWP
9
CFM Wealth Partners
Austin,
Texas
| – | -$9K | -1,541 | Closed |
|