CAG
RBS.PRH.CL

Crestwood Advisors Group’s Royal Bank Of Scotland Group RBS.PRH.CL Stock Holding History

Crestwood Advisors Group’s Portfolio RBS.PRH.CL Stock Details RBS.PRH.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-800
Closed -$21K – 517
2017
Q1 		$21K Buy
+800
New +$20.6K ﹤0.01% 375

Other funds holding RBS.PRH.CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

Crestwood Advisors Group's RBS.PRH.CL Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Royal Bank Of Scotland Group (RBS.PRH.CL) in Q2 2017, closing a stake of 800 shares — an estimated $21K sold.

Crestwood Advisors Group first reported a position in RBS.PRH.CL in Q1 2017 and held it in 1 quarter. The position peaked at $21K in Q1 2017. 36 funds tracked by Wall St. Rank hold RBS.PRH.CL as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Royal Bank Of Scotland Group position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 800 Royal Bank Of Scotland Group shares in Q2 2017, an estimated $21K.
  • Crestwood Advisors Group first reported a position in Royal Bank Of Scotland Group in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Royal Bank Of Scotland Group position peaked at $21K in Q1 2017.
  • 36 funds tracked by Wall St. Rank held Royal Bank Of Scotland Group as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.