CWM
RBS.PRL.CL

Concert Wealth Management’s Royal Bank Of Scotland Group Plc RBS.PRL.CL Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-400
Closed -$10K – 1022
2016
Q3 		$10K Buy
+400
New +$10.1K ﹤0.01% 947

Other funds holding RBS.PRL.CL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concert Wealth Management's RBS.PRL.CL Position: Q4 2016 in Review

Concert Wealth Management sold out of Royal Bank Of Scotland Group Plc (RBS.PRL.CL) in Q4 2016, closing a stake of 400 shares — an estimated $10K sold.

Concert Wealth Management first reported a position in RBS.PRL.CL in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 47 funds tracked by Wall St. Rank hold RBS.PRL.CL as of Q4 2016.

  • Concert Wealth Management reported no remaining Royal Bank Of Scotland Group Plc position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 400 Royal Bank Of Scotland Group Plc shares in Q4 2016, an estimated $10K.
  • Concert Wealth Management first reported a position in Royal Bank Of Scotland Group Plc in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Royal Bank Of Scotland Group Plc position peaked at $10K in Q3 2016.
  • 47 funds tracked by Wall St. Rank held Royal Bank Of Scotland Group Plc as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.