PFGIA
RBS.PRS.CL

Patriot Financial Group Insurance Agency’s The Royal Bank Of Scotland Group RBS.PRS.CL Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-6,751
Closed -$171K – 1168
2018
Q3 		$171K Buy
6,751
+5,401
+400% +$139K 0.1% 140
2018
Q2 		$35K Sell
1,350
-4,246
-76% -$109K 0.04% 226
2018
Q1 		$143K Buy
5,596
+56
+1% +$1.44K 0.11% 171
2017
Q4 		$140K Buy
5,540
+56
+1% +$1.44K 0.1% 162
2017
Q3 		$140K Buy
5,484
+51
+0.9% +$1.31K 0.13% 139
2017
Q2 		$140K Buy
5,433
+1,170
+27% +$29.9K 0.15% 126
2017
Q1 		$108K Buy
4,263
+26
+0.6% +$660 0.11% 143
2016
Q4 		$106K Buy
+4,237
New +$107K 0.14% 136

Other funds holding RBS.PRS.CL

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RBS.PRS.CL Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of The Royal Bank Of Scotland Group (RBS.PRS.CL) in Q4 2018, closing a stake of 6,751 shares — an estimated $171K sold.

Patriot Financial Group Insurance Agency first reported a position in RBS.PRS.CL in Q4 2016 and held it in 8 quarters. The position peaked at $171K in Q3 2018. 3 funds tracked by Wall St. Rank hold RBS.PRS.CL as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining The Royal Bank Of Scotland Group position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 6,751 The Royal Bank Of Scotland Group shares in Q4 2018, an estimated $171K.
  • Patriot Financial Group Insurance Agency first reported a position in The Royal Bank Of Scotland Group in Q4 2016 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's The Royal Bank Of Scotland Group position peaked at $171K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held The Royal Bank Of Scotland Group as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.