EWM
RBS.PRF.CL

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

Elite 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
2014
Q4 		– Sell
-1,121
Closed -$29K – 641
2014
Q3 		$29K Hold
1,121
– – 0.03% 163
2014
Q2 		$29K Hold
1,121
– – 0.03% 149
2014
Q1 		$28K Hold
1,121
– – 0.02% 168
2013
Q4 		$28K Hold
1,121
– – 0.02% 229
2013
Q3 		$28K Hold
1,121
– – 0.02% 214
2013
Q2 		$28K Buy
+1,121
New +$28.4K 0.04% 160

Other funds holding RBS.PRF.CL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
MCA
Mercer Capital Advisers Little Silver, New Jersey $187M AUM 24.56% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

Elite Wealth Management's RBS.PRF.CL Position: Q4 2014 in Review

Elite Wealth Management sold out of Royal Bk Of Scotland Gp (RBS.PRF.CL) in Q4 2014, closing a stake of 1,121 shares — an estimated $29K sold.

Elite Wealth Management first reported a position in RBS.PRF.CL in Q2 2013 and held it in 6 quarters. The position peaked at $29K in Q3 2014. 24 funds tracked by Wall St. Rank hold RBS.PRF.CL as of Q4 2014.

  • Elite Wealth Management reported no remaining Royal Bk Of Scotland Gp position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 1,121 Royal Bk Of Scotland Gp shares in Q4 2014, an estimated $29K.
  • Elite Wealth Management first reported a position in Royal Bk Of Scotland Gp in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's Royal Bk Of Scotland Gp position peaked at $29K in Q3 2014.
  • 24 funds tracked by Wall St. Rank held Royal Bk Of Scotland Gp as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.