Creative Planning’s Royal Bank Of Scotland Group Plc RBS.PRL.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-1,000
Closed -$25K 4721
2017
Q2
$25K Sell
1,000
-1,518
-60% -$38.4K ﹤0.01% 3040
2017
Q1
$63K Hold
2,518
﹤0.01% 2312
2016
Q4
$60K Buy
2,518
+1,518
+152% +$37.5K ﹤0.01% 2254
2016
Q3
$25K Buy
+1,000
New +$25.2K ﹤0.01% 2918
2014
Q1
Sell
-800
Closed -$16K 3961
2013
Q4
$16K Hold
800
﹤0.01% 2340
2013
Q3
$16K Buy
+800
New +$15.6K ﹤0.01% 2233

Creative Planning's RBS.PRL.CL Position: Q3 2017 in Review

Creative Planning sold out of Royal Bank Of Scotland Group Plc (RBS.PRL.CL) in Q3 2017, closing a stake of 1,000 shares — an estimated $25K sold.

Creative Planning first reported a position in RBS.PRL.CL in Q3 2013 and held it in 6 quarters. The position peaked at $63K in Q1 2017. 1 fund tracked by Wall St. Rank holds RBS.PRL.CL as of Q3 2017.

  • Creative Planning reported no remaining Royal Bank Of Scotland Group Plc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,000 Royal Bank Of Scotland Group Plc shares in Q3 2017, an estimated $25K.
  • Creative Planning first reported a position in Royal Bank Of Scotland Group Plc in Q3 2013 and held it in 6 quarters.
  • Creative Planning's Royal Bank Of Scotland Group Plc position peaked at $63K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Royal Bank Of Scotland Group Plc as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.