EWM
RBS.PRL.CL

Elite Wealth Management’s Royal Bank Of Scotland Group Plc RBS.PRL.CL Stock Holding History

Elite Wealth Management’s Portfolio RBS.PRL.CL Stock Details RBS.PRL.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,000
Closed -$23K – 642
2014
Q3 		$23K Hold
1,000
– – 0.02% 180
2014
Q2 		$23K Hold
1,000
– – 0.02% 168
2014
Q1 		$22K Hold
1,000
– – 0.02% 187
2013
Q4 		$20K Hold
1,000
– – 0.01% 274
2013
Q3 		$20K Hold
1,000
– – 0.02% 248
2013
Q2 		$20K Buy
+1,000
New +$22.8K 0.03% 186

Other funds holding RBS.PRL.CL

SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VM
Varde Management Minneapolis, Minnesota $49.3M AUM 87.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACI
AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

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

Elite Wealth Management sold out of Royal Bank Of Scotland Group Plc (RBS.PRL.CL) in Q4 2014, closing a stake of 1,000 shares — an estimated $23K sold.

Elite Wealth Management first reported a position in RBS.PRL.CL in Q2 2013 and held it in 6 quarters. The position peaked at $23K in Q3 2014. 46 funds tracked by Wall St. Rank hold RBS.PRL.CL as of Q4 2014.

  • Elite Wealth Management reported no remaining Royal Bank Of Scotland Group Plc position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 1,000 Royal Bank Of Scotland Group Plc shares in Q4 2014, an estimated $23K.
  • Elite Wealth Management first reported a position in Royal Bank Of Scotland Group Plc in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's Royal Bank Of Scotland Group Plc position peaked at $23K in Q3 2014.
  • 46 funds tracked by Wall St. Rank held Royal Bank Of Scotland Group Plc as of Q4 2014.

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