Private Advisory Group’s Royal Bank Of Scotland Group RBS.PRH.CL Stock Holding History

Private Advisory Group’s Portfolio RBS.PRH.CL Stock Details RBS.PRH.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-39,397	Closed	-$1.01M	–	158
2017 Q1	$1.01M	Sell	39,397 -10,235	-21%	-$263K	0.68%	43
2016 Q4	$1.25M	Buy	+49,632	New	+$1.26M	0.87%	34

Other funds holding RBS.PRH.CL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

Private Advisory Group's RBS.PRH.CL Position: Q2 2017 in Review

Private Advisory Group sold out of Royal Bank Of Scotland Group (RBS.PRH.CL) in Q2 2017, closing a stake of 39,397 shares — an estimated $1.01M sold.

Private Advisory Group first reported a position in RBS.PRH.CL in Q4 2016 and held it in 2 quarters. The position peaked at $1.25M in Q4 2016. 36 funds tracked by Wall St. Rank hold RBS.PRH.CL as of Q2 2017.

Private Advisory Group reported no remaining Royal Bank Of Scotland Group position as of Q2 2017 after selling out during the quarter.
Private Advisory Group sold 39,397 Royal Bank Of Scotland Group shares in Q2 2017, an estimated $1.01M.
Private Advisory Group first reported a position in Royal Bank Of Scotland Group in Q4 2016 and held it in 2 quarters.
Private Advisory Group's Royal Bank Of Scotland Group position peaked at $1.25M in Q4 2016.
36 funds tracked by Wall St. Rank held Royal Bank Of Scotland Group as of Q2 2017.

Based on Private Advisory Group's 13F filing for Q2 2017, filed 15 Aug 2017.