SFWA
RBS.PRL.CL

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

Summit Financial Wealth Advisors’s Portfolio RBS.PRL.CL Stock Details RBS.PRL.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-15,950
Closed -$404K – 158
2017
Q2 		$404K Sell
15,950
-600
-4% -$15.2K 0.16% 99
2017
Q1 		$415K Sell
16,550
-300
-2% -$7.47K 0.18% 100
2016
Q4 		$401K Hold
16,850
– – 0.18% 102
2016
Q3 		$423K Sell
16,850
-1,300
-7% -$32.8K 0.18% 99
2016
Q2 		$450K Sell
18,150
-800
-4% -$19.7K 0.19% 93
2016
Q1 		$459K Hold
18,950
– – 0.2% 89
2015
Q4 		$473K Buy
18,950
+300
+2% +$7.41K 0.22% 87
2015
Q3 		$452K Sell
18,650
-150
-0.8% -$3.68K 0.29% 58
2015
Q2 		$455K Buy
+18,800
New +$459K 0.28% 58

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

Summit Financial Wealth Advisors sold out of Royal Bank Of Scotland Group Plc (RBS.PRL.CL) in Q3 2017, closing a stake of 15,950 shares — an estimated $404K sold.

Summit Financial Wealth Advisors first reported a position in RBS.PRL.CL in Q2 2015 and held it in 9 quarters. The position peaked at $473K in Q4 2015. 1 fund tracked by Wall St. Rank holds RBS.PRL.CL as of Q3 2017.

  • Summit Financial Wealth Advisors reported no remaining Royal Bank Of Scotland Group Plc position as of Q3 2017 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 15,950 Royal Bank Of Scotland Group Plc shares in Q3 2017, an estimated $404K.
  • Summit Financial Wealth Advisors first reported a position in Royal Bank Of Scotland Group Plc in Q2 2015 and held it in 9 quarters.
  • Summit Financial Wealth Advisors's Royal Bank Of Scotland Group Plc position peaked at $473K in Q4 2015.
  • 1 fund tracked by Wall St. Rank held Royal Bank Of Scotland Group Plc as of Q3 2017.

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