IWP
RBS.PRS.CL

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

Icon Wealth Partners’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
2018
Q3 		– Sell
-725
Closed -$19K – 821
2018
Q2 		$19K Buy
+725
New +$18.5K 0.01% 602
2018
Q1 		– Sell
-453
Closed -$12K – 842
2017
Q4 		$12K Buy
+453
New +$11.6K 0.01% 692

Other funds holding RBS.PRS.CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Icon Wealth Partners's RBS.PRS.CL Position: Q3 2018 in Review

Icon Wealth Partners sold out of The Royal Bank Of Scotland Group (RBS.PRS.CL) in Q3 2018, closing a stake of 725 shares — an estimated $19K sold.

Icon Wealth Partners first reported a position in RBS.PRS.CL in Q4 2017 and held it in 2 quarters. The position peaked at $19K in Q2 2018. 55 funds tracked by Wall St. Rank hold RBS.PRS.CL as of Q3 2018.

  • Icon Wealth Partners reported no remaining The Royal Bank Of Scotland Group position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 725 The Royal Bank Of Scotland Group shares in Q3 2018, an estimated $19K.
  • Icon Wealth Partners first reported a position in The Royal Bank Of Scotland Group in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's The Royal Bank Of Scotland Group position peaked at $19K in Q2 2018.
  • 55 funds tracked by Wall St. Rank held The Royal Bank Of Scotland Group as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.