JFGIW
TRND

Johnson Financial Group Inc (Wisconsin)’s ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS TRND Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio TRND Stock Details TRND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,500
Closed -$60K – 905
2014
Q4 		$60K Buy
+1,500
New +$58.3K 0.01% 466

Other funds holding TRND

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NG
NatWest Group Edinburgh, Scotland, United Kingdom $462M AUM 47.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s TRND Position: Q1 2015 in Review

Johnson Financial Group Inc (Wisconsin) sold out of ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS (TRND) in Q1 2015, closing a stake of 1,500 shares — an estimated $60K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in TRND in Q4 2014 and held it in 1 quarter. The position peaked at $60K in Q4 2014. 28 funds tracked by Wall St. Rank hold TRND as of Q1 2015.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS position as of Q1 2015 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,500 ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS shares in Q1 2015, an estimated $60K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS in Q4 2014 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS position peaked at $60K in Q4 2014.
  • 28 funds tracked by Wall St. Rank held ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS as of Q1 2015.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2015, filed 12 May 2015.