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

Avior 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	-400	Closed	-$10K	–	794
2018 Q3	$10K	Hold	400	–	–	﹤0.01%	583
2018 Q2	$10K	Hold	400	–	–	﹤0.01%	587
2018 Q1	$10K	Hold	400	–	–	﹤0.01%	584
2017 Q4	$10K	Hold	400	–	–	﹤0.01%	598
2017 Q3	$10K	Hold	400	–	–	﹤0.01%	337
2017 Q2	$10K	Buy	+400	New	+$10.2K	﹤0.01%	315

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

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

Avior Wealth Management sold out of The Royal Bank Of Scotland Group (RBS.PRS.CL) in Q4 2018, closing a stake of 400 shares — an estimated $10K sold.

Avior Wealth Management first reported a position in RBS.PRS.CL in Q2 2017 and held it in 6 quarters. The position peaked at $10K in Q3 2018. 3 funds tracked by Wall St. Rank hold RBS.PRS.CL as of Q4 2018.

Avior Wealth Management reported no remaining The Royal Bank Of Scotland Group position as of Q4 2018 after selling out during the quarter.
Avior Wealth Management sold 400 The Royal Bank Of Scotland Group shares in Q4 2018, an estimated $10K.
Avior Wealth Management first reported a position in The Royal Bank Of Scotland Group in Q2 2017 and held it in 6 quarters.
Avior Wealth Management's The Royal Bank Of Scotland Group position peaked at $10K in Q3 2018.
3 funds tracked by Wall St. Rank held The Royal Bank Of Scotland Group as of Q4 2018.

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