NWQ Investment Management Company, LLC Q2 2020 vs. Q3 2020 13F Holdings Comparison

As an investor, it is always essential to keep track of any changes in holdings of your favorite funds. NWQ Investment Management Company, LLC recently released their Q2 2020 vs. Q3 2020 13F Holdings Comparison report with some significant changes in their portfolio. In this blog post, we will analyze the report and provide insight into the changes in NWQ Investment Management Company's holdings.

Introduction

NWQ Investment Management Company, LLC is a financial investment firm that manages over $22.8 billion in assets. The company recently released its Q2 2020 vs. Q3 2020 13F Holdings Comparison report, which shows the changes in the company's holdings from the second quarter of 2020 to the third quarter of 2020. The report indicates the fund's investments in different sectors, such as healthcare, technology, energy, and finance.

Main Body

The report shows that NWQ Investment Management Company, LLC increased its holdings in several companies, including Comcast Corp New, SK Telecom Ltd, and NextEra Energy Partners LP. Comcast Corp New, a multinational telecommunications conglomerate, saw an increase of 9.6% in the fund's shares from Q2 to Q3 2020. The report also indicates a 11.7% increase in shares of SK Telecom Ltd, a South Korean wireless telecommunications operator, from Q2 to Q3 2020. NextEra Energy Partners LP, a company focused on clean energy, had a significant increase in shares, making the fund's position in the company worth an additional $14,495,000.

The report also indicates that NWQ Investment Management Company, LLC decreased its holdings in several companies, including Citigroup Inc, Alphabet Inc, and Bank of America Corp. Citigroup Inc, a global banking institution, saw a decrease of 16.5% in the fund's shares from Q2 to Q3 2020. In addition, there was a 9.0% decrease in shares of Alphabet Inc, the parent company of Google. Bank of America Corp also had a substantial decrease in shares, making the fund's position in the company worth $13,693,000 less.

NWQ Investment Management Company, LLC also opened new positions in several companies, including Takeda Pharmaceutical Co Ltd and Vistra Corp. The fund invested $19,025,000 in Takeda Pharmaceutical Co Ltd, a global pharmaceutical company, and $9,571,000 in Vistra Corp, a Texas-based energy company.

Conclusion

The Q2 2020 vs. Q3 2020 13F Holdings Comparison report of NWQ Investment Management Company, LLC highlights the changes in the fund's holdings, including the increase and decrease of shares in various companies. The report indicates that the fund continues to invest in companies across different sectors, adding new positions and selling shares in others. As an investor, the information provided in this report can help identify potential investment opportunities and trends in the market.