Creative Planning’s Royal Bk Of Scotland Gp RBS.PRF.CL Stock Holding History

Creative Planning’s Portfolio RBS.PRF.CL Stock Details RBS.PRF.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-200	Closed	-$5K	–	4971
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	3712
2016 Q1	$5K	Buy	+200	New	+$5.1K	﹤0.01%	3653
2015 Q1	–	Sell	-340	Closed	-$9K	–	4695
2014 Q4	$9K	Sell	340 -141	-29%	-$3.65K	﹤0.01%	3211
2014 Q3	$12K	Hold	481	–	–	﹤0.01%	2875
2014 Q2	$12K	Hold	481	–	–	﹤0.01%	2809
2014 Q1	$12K	Hold	481	–	–	﹤0.01%	2694
2013 Q4	$12K	Hold	481	–	–	﹤0.01%	2504
2013 Q3	$12K	Hold	481	–	–	﹤0.01%	2392
2013 Q2	$12K	Buy	+481	New	+$12.2K	﹤0.01%	2210

Other funds holding RBS.PRF.CL

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

MCA

Mercer Capital Advisers Little Silver, New Jersey $187M AUM 24.56% 1-Year Est. Return

Creative Planning's RBS.PRF.CL Position: Q3 2016 in Review

Creative Planning sold out of Royal Bk Of Scotland Gp (RBS.PRF.CL) in Q3 2016, closing a stake of 200 shares — an estimated $5K sold.

Creative Planning first reported a position in RBS.PRF.CL in Q2 2013 and held it in 9 quarters. The position peaked at $12K in Q3 2014. 24 funds tracked by Wall St. Rank hold RBS.PRF.CL as of Q3 2016.

Creative Planning reported no remaining Royal Bk Of Scotland Gp position as of Q3 2016 after selling out during the quarter.
Creative Planning sold 200 Royal Bk Of Scotland Gp shares in Q3 2016, an estimated $5K.
Creative Planning first reported a position in Royal Bk Of Scotland Gp in Q2 2013 and held it in 9 quarters.
Creative Planning's Royal Bk Of Scotland Gp position peaked at $12K in Q3 2014.
24 funds tracked by Wall St. Rank held Royal Bk Of Scotland Gp as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.