SFWA
RBS.PRH.CL

Summit Financial Wealth Advisors’s Royal Bank Of Scotland Group RBS.PRH.CL Stock Holding History

Summit Financial Wealth Advisors’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
Q3 		– Sell
-48,550
Closed -$1.29M – 157
2017
Q2 		$1.29M Sell
48,550
-2,650
-5% -$68.9K 0.51% 54
2017
Q1 		$1.32M Sell
51,200
-3,000
-6% -$77.2K 0.58% 50
2016
Q4 		$1.37M Buy
54,200
+4,000
+8% +$102K 0.6% 48
2016
Q3 		$1.28M Sell
50,200
-10,000
-17% -$258K 0.55% 48
2016
Q2 		$1.53M Sell
60,200
-1,400
-2% -$35.9K 0.64% 41
2016
Q1 		$1.59M Buy
61,600
+200
+0.3% +$5.08K 0.7% 39
2015
Q4 		$1.59M Buy
61,400
+1,350
+2% +$34.7K 0.73% 40
2015
Q3 		$1.52M Buy
60,050
+1,450
+2% +$37K 0.98% 34
2015
Q2 		$1.49M Buy
+58,600
New +$1.5M 0.92% 33

Summit Financial Wealth Advisors's RBS.PRH.CL Position: Q3 2017 in Review

Summit Financial Wealth Advisors sold out of Royal Bank Of Scotland Group (RBS.PRH.CL) in Q3 2017, closing a stake of 48,550 shares — an estimated $1.29M sold.

Summit Financial Wealth Advisors first reported a position in RBS.PRH.CL in Q2 2015 and held it in 9 quarters. The position peaked at $1.59M in Q1 2016. 0 funds tracked by Wall St. Rank hold RBS.PRH.CL as of Q3 2017.

  • Summit Financial Wealth Advisors reported no remaining Royal Bank Of Scotland Group position as of Q3 2017 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 48,550 Royal Bank Of Scotland Group shares in Q3 2017, an estimated $1.29M.
  • Summit Financial Wealth Advisors first reported a position in Royal Bank Of Scotland Group in Q2 2015 and held it in 9 quarters.
  • Summit Financial Wealth Advisors's Royal Bank Of Scotland Group position peaked at $1.59M in Q1 2016.
  • 0 funds tracked by Wall St. Rank held Royal Bank Of Scotland Group as of Q3 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.