BRWA
RBS.PRL.CL

B. Riley Wealth Advisors’s Royal Bank Of Scotland Group Plc RBS.PRL.CL Stock Holding History

B. Riley Wealth Advisors’s Portfolio RBS.PRL.CL Stock Details RBS.PRL.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,108
Closed -$26 – 2741
2014
Q4 		$26 Buy
+1,108
New +$26.1K ﹤0.01% 2437
2014
Q3 		– Sell
-1,408
Closed -$32.5K – 2547
2014
Q2 		$32.5K Buy
+1,408
New +$31.8K 0.01% 1217

Other funds holding RBS.PRL.CL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
VM
Varde Management Minneapolis, Minnesota $49.3M AUM 87.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

B. Riley Wealth Advisors's RBS.PRL.CL Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Royal Bank Of Scotland Group Plc (RBS.PRL.CL) in Q1 2015, closing a stake of 1,108 shares — an estimated $26 sold.

B. Riley Wealth Advisors first reported a position in RBS.PRL.CL in Q2 2014 and held it in 2 quarters. The position peaked at $32.5K in Q2 2014. 45 funds tracked by Wall St. Rank hold RBS.PRL.CL as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Royal Bank Of Scotland Group Plc position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,108 Royal Bank Of Scotland Group Plc shares in Q1 2015, an estimated $26.
  • B. Riley Wealth Advisors first reported a position in Royal Bank Of Scotland Group Plc in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Royal Bank Of Scotland Group Plc position peaked at $32.5K in Q2 2014.
  • 45 funds tracked by Wall St. Rank held Royal Bank Of Scotland Group Plc as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.