Creative Planning’s Royal Bank Of Scotland Group RBS.PRH.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,950
| Closed | -$52K | – | 4720 |
|
|
2017
Q2 | $52K | Buy |
1,950
+150
| +8% | +$3.9K | ﹤0.01% | 2487 |
|
|
2017
Q1 | $46K | Sell |
1,800
-17
| -0.9% | -$437 | ﹤0.01% | 2543 |
|
|
2016
Q4 | $46K | Hold |
1,817
| – | – | ﹤0.01% | 2466 |
|
|
2016
Q3 | $46K | Buy |
1,817
+100
| +6% | +$2.58K | ﹤0.01% | 2434 |
|
|
2016
Q2 | $44K | Hold |
1,717
| – | – | ﹤0.01% | 2236 |
|
|
2016
Q1 | $44K | Hold |
1,717
| – | – | ﹤0.01% | 2202 |
|
|
2015
Q4 | $44K | Buy |
1,717
+800
| +87% | +$20.5K | ﹤0.01% | 2225 |
|
|
2015
Q3 | $23K | Buy |
+917
| New | +$23.4K | ﹤0.01% | 2643 |
|
|
2015
Q2 | – | Sell |
-917
| Closed | -$24K | – | 4227 |
|
|
2015
Q1 | $24K | Hold |
917
| – | – | ﹤0.01% | 2602 |
|
|
2014
Q4 | $23K | Buy |
917
+17
| +2% | +$434 | ﹤0.01% | 2569 |
|
|
2014
Q3 | $23K | Hold |
900
| – | – | ﹤0.01% | 2474 |
|
|
2014
Q2 | $23K | Hold |
900
| – | – | ﹤0.01% | 2417 |
|
|
2014
Q1 | $23K | Hold |
900
| – | – | ﹤0.01% | 2297 |
|
|
2013
Q4 | $22K | Hold |
900
| – | – | ﹤0.01% | 2144 |
|
|
2013
Q3 | $22K | Buy |
900
+100
| +13% | +$2.41K | ﹤0.01% | 2057 |
|
|
2013
Q2 | $19K | Buy |
+800
| New | +$20.1K | ﹤0.01% | 1981 |
|
Creative Planning's RBS.PRH.CL Position: Q3 2017 in Review
Creative Planning sold out of Royal Bank Of Scotland Group (RBS.PRH.CL) in Q3 2017, closing a stake of 1,950 shares — an estimated $52K sold.
Creative Planning first reported a position in RBS.PRH.CL in Q2 2013 and held it in 16 quarters. The position peaked at $52K in Q2 2017. 0 funds tracked by Wall St. Rank hold RBS.PRH.CL as of Q3 2017.
- Creative Planning reported no remaining Royal Bank Of Scotland Group position as of Q3 2017 after selling out during the quarter.
- Creative Planning sold 1,950 Royal Bank Of Scotland Group shares in Q3 2017, an estimated $52K.
- Creative Planning first reported a position in Royal Bank Of Scotland Group in Q2 2013 and held it in 16 quarters.
- Creative Planning's Royal Bank Of Scotland Group position peaked at $52K in Q2 2017.
- 0 funds tracked by Wall St. Rank held Royal Bank Of Scotland Group as of Q3 2017.
Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.