GWA
RBS.PRH.CL

Genesis Wealth Advisors’s Royal Bank Of Scotland Group RBS.PRH.CL Stock Holding History

Genesis Wealth Advisors’s Portfolio RBS.PRH.CL Stock Details RBS.PRH.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$10.2K Hold
400
– – 0.01% 341
2015
Q1 		$10.3K Hold
400
– – 0.01% 344
2014
Q4 		$10.3K Buy
+400
New +$10.2K 0.01% 374

Other funds holding RBS.PRH.CL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
Selway Asset Management $242M AUM 7.7% 1-Year Est. Return

Genesis Wealth Advisors's RBS.PRH.CL Position: Q2 2015 in Review

Genesis Wealth Advisors held its Royal Bank Of Scotland Group (RBS.PRH.CL) position steady in Q2 2015 at 400 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #341.

Genesis Wealth Advisors first reported a position in RBS.PRH.CL in Q4 2014 and has held it in 3 quarters since. The position peaked at $10.3K in Q4 2014. 31 funds tracked by Wall St. Rank hold RBS.PRH.CL as of Q2 2015.

  • Genesis Wealth Advisors held 400 shares of Royal Bank Of Scotland Group worth $10.2K as of Q2 2015.
  • Genesis Wealth Advisors left its Royal Bank Of Scotland Group share count unchanged in Q2 2015.
  • Royal Bank Of Scotland Group made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #341 holding.
  • Genesis Wealth Advisors first reported a position in Royal Bank Of Scotland Group in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Royal Bank Of Scotland Group position peaked at $10.3K in Q4 2014.
  • 31 funds tracked by Wall St. Rank held Royal Bank Of Scotland Group as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.