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

Evercore 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
2015 Q3	–	Sell	-227	Closed	-$6K	–	1117
2015 Q2	$6K	Hold	227	–	–	﹤0.01%	984
2015 Q1	$6K	Hold	227	–	–	﹤0.01%	924
2014 Q4	$5K	Hold	227	–	–	﹤0.01%	798
2014 Q3	$5K	Hold	227	–	–	﹤0.01%	875
2014 Q2	$5K	Hold	227	–	–	﹤0.01%	924
2014 Q1	$5K	Hold	227	–	–	﹤0.01%	869
2013 Q4	$4K	Hold	227	–	–	﹤0.01%	816
2013 Q3	$5K	Hold	227	–	–	﹤0.01%	871
2013 Q2	$5K	Buy	+227	New	+$5.17K	﹤0.01%	766

Other funds holding RBS.PRL.CL

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ACI

AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return

Varde Management Minneapolis, Minnesota $49.3M AUM 87.64% 1-Year Est. Return

Evercore Wealth Management's RBS.PRL.CL Position: Q3 2015 in Review

Evercore Wealth Management sold out of Royal Bank Of Scotland Group Plc (RBS.PRL.CL) in Q3 2015, closing a stake of 227 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in RBS.PRL.CL in Q2 2013 and held it in 9 quarters. The position peaked at $6K in Q2 2015. 45 funds tracked by Wall St. Rank hold RBS.PRL.CL as of Q3 2015.

Evercore Wealth Management reported no remaining Royal Bank Of Scotland Group Plc position as of Q3 2015 after selling out during the quarter.
Evercore Wealth Management sold 227 Royal Bank Of Scotland Group Plc shares in Q3 2015, an estimated $6K.
Evercore Wealth Management first reported a position in Royal Bank Of Scotland Group Plc in Q2 2013 and held it in 9 quarters.
Evercore Wealth Management's Royal Bank Of Scotland Group Plc position peaked at $6K in Q2 2015.
45 funds tracked by Wall St. Rank held Royal Bank Of Scotland Group Plc as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.