SFWA
RBS.PRS.CL

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

Summit Financial Wealth Advisors’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
-34,515
Closed -$867K – 152
2018
Q3 		$867K Buy
34,515
+7,750
+29% +$199K 0.26% 67
2018
Q2 		$685K Sell
26,765
-2,250
-8% -$57.5K 0.23% 75
2018
Q1 		$742K Sell
29,015
-10
-0% -$256 0.24% 70
2017
Q4 		$739K Hold
29,025
– – 0.25% 72
2017
Q3 		$745K Hold
29,025
– – 0.27% 75
2017
Q2 		$751K Sell
29,025
-1,000
-3% -$25.6K 0.3% 76
2017
Q1 		$761K Sell
30,025
-7,500
-20% -$191K 0.33% 73
2016
Q4 		$940K Hold
37,525
– – 0.41% 62
2016
Q3 		$950K Buy
37,525
+6,000
+19% +$153K 0.41% 61
2016
Q2 		$789K Hold
31,525
– – 0.33% 71
2016
Q1 		$785K Hold
31,525
– – 0.34% 61
2015
Q4 		$801K Buy
31,525
+7,500
+31% +$190K 0.37% 59
2015
Q3 		$601K Hold
24,025
– – 0.39% 49
2015
Q2 		$599K Buy
+24,025
New +$601K 0.37% 50

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 $830M AUM 21.8% 1-Year Est. Return

Summit Financial Wealth Advisors's RBS.PRS.CL Position: Q4 2018 in Review

Summit Financial Wealth Advisors sold out of The Royal Bank Of Scotland Group (RBS.PRS.CL) in Q4 2018, closing a stake of 34,515 shares — an estimated $867K sold.

Summit Financial Wealth Advisors first reported a position in RBS.PRS.CL in Q2 2015 and held it in 14 quarters. The position peaked at $950K in Q3 2016. 3 funds tracked by Wall St. Rank hold RBS.PRS.CL as of Q4 2018.

  • Summit Financial Wealth Advisors reported no remaining The Royal Bank Of Scotland Group position as of Q4 2018 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 34,515 The Royal Bank Of Scotland Group shares in Q4 2018, an estimated $867K.
  • Summit Financial Wealth Advisors first reported a position in The Royal Bank Of Scotland Group in Q2 2015 and held it in 14 quarters.
  • Summit Financial Wealth Advisors's The Royal Bank Of Scotland Group position peaked at $950K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held The Royal Bank Of Scotland Group as of Q4 2018.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.