DWM
RBS.PRF.CL

Destination Wealth Management’s Royal Bk Of Scotland Gp RBS.PRF.CL Stock Holding History

Destination Wealth Management’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
2017
Q2 		– Sell
-10,000
Closed -$264K – 168
2017
Q1 		$264K Hold
10,000
– – 0.02% 139
2016
Q4 		$258K Buy
+10,000
New +$259K 0.02% 147

Other funds holding RBS.PRF.CL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Destination Wealth Management's RBS.PRF.CL Position: Q2 2017 in Review

Destination Wealth Management sold out of Royal Bk Of Scotland Gp (RBS.PRF.CL) in Q2 2017, closing a stake of 10,000 shares — an estimated $264K sold.

Destination Wealth Management first reported a position in RBS.PRF.CL in Q4 2016 and held it in 2 quarters. The position peaked at $264K in Q1 2017. 27 funds tracked by Wall St. Rank hold RBS.PRF.CL as of Q2 2017.

  • Destination Wealth Management reported no remaining Royal Bk Of Scotland Gp position as of Q2 2017 after selling out during the quarter.
  • Destination Wealth Management sold 10,000 Royal Bk Of Scotland Gp shares in Q2 2017, an estimated $264K.
  • Destination Wealth Management first reported a position in Royal Bk Of Scotland Gp in Q4 2016 and held it in 2 quarters.
  • Destination Wealth Management's Royal Bk Of Scotland Gp position peaked at $264K in Q1 2017.
  • 27 funds tracked by Wall St. Rank held Royal Bk Of Scotland Gp as of Q2 2017.

Based on Destination Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.