GWM
RBS.PRL.CL

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

Gupta 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
-2,613
Closed -$63K – 1424
2015
Q2 		$63K Buy
+2,613
New +$63.8K 0.02% 423

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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
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
VM
Varde Management Minneapolis, Minnesota $49.3M AUM 87.64% 1-Year Est. Return

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

Gupta Wealth Management sold out of Royal Bank Of Scotland Group Plc (RBS.PRL.CL) in Q3 2015, closing a stake of 2,613 shares — an estimated $63K sold.

Gupta Wealth Management first reported a position in RBS.PRL.CL in Q2 2015 and held it in 1 quarter. The position peaked at $63K in Q2 2015. 45 funds tracked by Wall St. Rank hold RBS.PRL.CL as of Q3 2015.

  • Gupta Wealth Management reported no remaining Royal Bank Of Scotland Group Plc position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 2,613 Royal Bank Of Scotland Group Plc shares in Q3 2015, an estimated $63K.
  • Gupta Wealth Management first reported a position in Royal Bank Of Scotland Group Plc in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Royal Bank Of Scotland Group Plc position peaked at $63K in Q2 2015.
  • 45 funds tracked by Wall St. Rank held Royal Bank Of Scotland Group Plc as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.