KLI
RBS.PRS.CL

Kelman-Lazarov Inc’s The Royal Bank Of Scotland Group RBS.PRS.CL Stock Holding History

Kelman-Lazarov Inc’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
2016
Q4 		– Sell
-1,015
Closed -$25.7K – 377
2016
Q3 		$25.7K Hold
1,015
– – 0.01% 231
2016
Q2 		$25.3K Hold
1,015
– – 0.01% 220
2016
Q1 		$25K Buy
+1,015
New +$25K 0.01% 233

Other funds holding RBS.PRS.CL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AIU
Algebris Investments (UK) London, United Kingdom $926M AUM 4.74% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kelman-Lazarov Inc's RBS.PRS.CL Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of The Royal Bank Of Scotland Group (RBS.PRS.CL) in Q4 2016, closing a stake of 1,015 shares — an estimated $25.7K sold.

Kelman-Lazarov Inc first reported a position in RBS.PRS.CL in Q1 2016 and held it in 3 quarters. The position peaked at $25.7K in Q3 2016. 41 funds tracked by Wall St. Rank hold RBS.PRS.CL as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining The Royal Bank Of Scotland Group position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 1,015 The Royal Bank Of Scotland Group shares in Q4 2016, an estimated $25.7K.
  • Kelman-Lazarov Inc first reported a position in The Royal Bank Of Scotland Group in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's The Royal Bank Of Scotland Group position peaked at $25.7K in Q3 2016.
  • 41 funds tracked by Wall St. Rank held The Royal Bank Of Scotland Group as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.