BRWA
RBS.PRS.CL

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

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-67
Closed -$2 – 2354
2014
Q4 		$2 Buy
+67
New +$1.66K ﹤0.01% 3472
2014
Q3 		– Sell
-1,067
Closed -$26.2K – 2193
2014
Q2 		$26.2K Buy
+1,067
New +$25.7K 0.01% 1349

Other funds holding RBS.PRS.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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of The Royal Bank Of Scotland Group (RBS.PRS.CL) in Q1 2015, closing a stake of 67 shares — an estimated $2 sold.

B. Riley Wealth Advisors first reported a position in RBS.PRS.CL in Q2 2014 and held it in 2 quarters. The position peaked at $26.2K in Q2 2014. 44 funds tracked by Wall St. Rank hold RBS.PRS.CL as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining The Royal Bank Of Scotland Group position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 67 The Royal Bank Of Scotland Group shares in Q1 2015, an estimated $2.
  • B. Riley Wealth Advisors first reported a position in The Royal Bank Of Scotland Group in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's The Royal Bank Of Scotland Group position peaked at $26.2K in Q2 2014.
  • 44 funds tracked by Wall St. Rank held The Royal Bank Of Scotland Group as of Q1 2015.

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