Creative Planning’s The Royal Bank Of Scotland Group RBS.PRS.CL Stock Holding History

Creative Planning’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
2017 Q2	–	Sell	-262	Closed	-$7K	–	4985
2017 Q1	$7K	Hold	262	–	–	﹤0.01%	3832
2016 Q4	$7K	Buy	+262	New	+$6.61K	﹤0.01%	3805
2015 Q4	–	Sell	-800	Closed	-$20K	–	4696
2015 Q3	$20K	Buy	+800	New	+$20.1K	﹤0.01%	2744
2015 Q1	–	Sell	-185	Closed	-$5K	–	4502
2014 Q4	$5K	Buy	+185	New	+$4.59K	﹤0.01%	3533

Other funds holding RBS.PRS.CL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

Creative Planning's RBS.PRS.CL Position: Q2 2017 in Review

Creative Planning sold out of The Royal Bank Of Scotland Group (RBS.PRS.CL) in Q2 2017, closing a stake of 262 shares — an estimated $7K sold.

Creative Planning first reported a position in RBS.PRS.CL in Q4 2014 and held it in 4 quarters. The position peaked at $20K in Q3 2015. 50 funds tracked by Wall St. Rank hold RBS.PRS.CL as of Q2 2017.

Creative Planning reported no remaining The Royal Bank Of Scotland Group position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 262 The Royal Bank Of Scotland Group shares in Q2 2017, an estimated $7K.
Creative Planning first reported a position in The Royal Bank Of Scotland Group in Q4 2014 and held it in 4 quarters.
Creative Planning's The Royal Bank Of Scotland Group position peaked at $20K in Q3 2015.
50 funds tracked by Wall St. Rank held The Royal Bank Of Scotland Group as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.