AE Wealth Management’s The Royal Bank Of Scotland Group RBS.PRS.CL Stock Holding History

AE Wealth Management’s Portfolio RBS.PRS.CL Stock Details RBS.PRS.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-8,234	Closed	-$209K	–	634
2018 Q3	$209K	Sell	8,234 -2,325	-22%	-$59.8K	0.01%	554
2018 Q2	$271K	Sell	10,559 -3,005	-22%	-$76.8K	0.02%	356
2018 Q1	$347K	Sell	13,564 -2,613	-16%	-$67K	0.03%	298
2017 Q4	$412K	Sell	16,177 -410	-2%	-$10.5K	0.04%	259
2017 Q3	$426K	Buy	16,587 +2,769	+20%	+$71.3K	0.04%	255
2017 Q2	$358K	Buy	13,818 +2,625	+23%	+$67.1K	0.04%	270
2017 Q1	$284K	Buy	+11,193	New	+$284K	0.05%	216

Other funds holding RBS.PRS.CL

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

AE Wealth Management's RBS.PRS.CL Position: Q4 2018 in Review

AE Wealth Management sold out of The Royal Bank Of Scotland Group (RBS.PRS.CL) in Q4 2018, closing a stake of 8,234 shares — an estimated $209K sold.

AE Wealth Management first reported a position in RBS.PRS.CL in Q1 2017 and held it in 7 quarters. The position peaked at $426K in Q3 2017. 3 funds tracked by Wall St. Rank hold RBS.PRS.CL as of Q4 2018.

AE Wealth Management reported no remaining The Royal Bank Of Scotland Group position as of Q4 2018 after selling out during the quarter.
AE Wealth Management sold 8,234 The Royal Bank Of Scotland Group shares in Q4 2018, an estimated $209K.
AE Wealth Management first reported a position in The Royal Bank Of Scotland Group in Q1 2017 and held it in 7 quarters.
AE Wealth Management's The Royal Bank Of Scotland Group position peaked at $426K in Q3 2017.
3 funds tracked by Wall St. Rank held The Royal Bank Of Scotland Group as of Q4 2018.

Based on AE Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.