Mark Sheptoff Financial Planning’s Royal Bank of Scotland Group Plc (The) ADR repstg USD Pfd Sh RBS.PRR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-800
Closed -$20K 392
2016
Q2
$20K Hold
800
0.01% 208
2016
Q1
$20K Hold
800
0.02% 208
2015
Q4
$20K Hold
800
0.02% 219
2015
Q3
$20K Hold
800
0.02% 210
2015
Q2
$20K Hold
800
0.02% 227
2015
Q1
$20K Hold
800
0.02% 222
2014
Q4
$19K Hold
800
0.02% 225
2014
Q3
$19K Hold
800
0.02% 228
2014
Q2
$19K Hold
800
0.02% 232
2014
Q1
$18K Buy
+800
New +$17.4K 0.02% 245

Mark Sheptoff Financial Planning's RBS.PRR Position: Q3 2016 in Review

Mark Sheptoff Financial Planning sold out of Royal Bank of Scotland Group Plc (The) ADR repstg USD Pfd Sh (RBS.PRR) in Q3 2016, closing a stake of 800 shares — an estimated $20K sold.

Mark Sheptoff Financial Planning first reported a position in RBS.PRR in Q1 2014 and held it in 10 quarters. The position peaked at $20K in Q2 2016. 0 funds tracked by Wall St. Rank hold RBS.PRR as of Q3 2016.

  • Mark Sheptoff Financial Planning reported no remaining Royal Bank of Scotland Group Plc (The) ADR repstg USD Pfd Sh position as of Q3 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 800 Royal Bank of Scotland Group Plc (The) ADR repstg USD Pfd Sh shares in Q3 2016, an estimated $20K.
  • Mark Sheptoff Financial Planning first reported a position in Royal Bank of Scotland Group Plc (The) ADR repstg USD Pfd Sh in Q1 2014 and held it in 10 quarters.
  • Mark Sheptoff Financial Planning's Royal Bank of Scotland Group Plc (The) ADR repstg USD Pfd Sh position peaked at $20K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held Royal Bank of Scotland Group Plc (The) ADR repstg USD Pfd Sh as of Q3 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2016, filed 7 Nov 2016.