EWM
RBS.PRS.CL

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

Evercore Wealth Management’s Portfolio RBS.PRS.CL Stock Details RBS.PRS.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-500
Closed -$11K – 932
2013
Q4 		$11K Buy
+500
New +$10.9K ﹤0.01% 756

Other funds holding RBS.PRS.CL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return

Evercore Wealth Management's RBS.PRS.CL Position: Q1 2014 in Review

Evercore Wealth Management sold out of The Royal Bank Of Scotland Group (RBS.PRS.CL) in Q1 2014, closing a stake of 500 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in RBS.PRS.CL in Q4 2013 and held it in 1 quarter. The position peaked at $11K in Q4 2013. 47 funds tracked by Wall St. Rank hold RBS.PRS.CL as of Q1 2014.

  • Evercore Wealth Management reported no remaining The Royal Bank Of Scotland Group position as of Q1 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 500 The Royal Bank Of Scotland Group shares in Q1 2014, an estimated $11K.
  • Evercore Wealth Management first reported a position in The Royal Bank Of Scotland Group in Q4 2013 and held it in 1 quarter.
  • Evercore Wealth Management's The Royal Bank Of Scotland Group position peaked at $11K in Q4 2013.
  • 47 funds tracked by Wall St. Rank held The Royal Bank Of Scotland Group as of Q1 2014.

Based on Evercore Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.