UFA
RBS.PRT

US Financial Advisors’s ROYAL BANK OF SCOTLAND GRP PLS (THE) SPONS ADR REPSTG PFD RBS.PRT Stock Holding History

US Financial Advisors’s Portfolio RBS.PRT Stock Details RBS.PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-600
Closed -$16K – 651
2015
Q4 		$16K Hold
600
– – 0.02% 269
2015
Q3 		$15K Buy
+600
New +$15.3K 0.02% 234

Other funds holding RBS.PRT

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
FC
Flaherty & Crumrine Pasadena, California $19.8M AUM 3.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QI
Qualcomm Inc San Diego, California $32.1M AUM 5.35% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

US Financial Advisors's RBS.PRT Position: Q1 2016 in Review

US Financial Advisors sold out of ROYAL BANK OF SCOTLAND GRP PLS (THE) SPONS ADR REPSTG PFD (RBS.PRT) in Q1 2016, closing a stake of 600 shares — an estimated $16K sold.

US Financial Advisors first reported a position in RBS.PRT in Q3 2015 and held it in 2 quarters. The position peaked at $16K in Q4 2015. 61 funds tracked by Wall St. Rank hold RBS.PRT as of Q1 2016.

  • US Financial Advisors reported no remaining ROYAL BANK OF SCOTLAND GRP PLS (THE) SPONS ADR REPSTG PFD position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 600 ROYAL BANK OF SCOTLAND GRP PLS (THE) SPONS ADR REPSTG PFD shares in Q1 2016, an estimated $16K.
  • US Financial Advisors first reported a position in ROYAL BANK OF SCOTLAND GRP PLS (THE) SPONS ADR REPSTG PFD in Q3 2015 and held it in 2 quarters.
  • US Financial Advisors's ROYAL BANK OF SCOTLAND GRP PLS (THE) SPONS ADR REPSTG PFD position peaked at $16K in Q4 2015.
  • 61 funds tracked by Wall St. Rank held ROYAL BANK OF SCOTLAND GRP PLS (THE) SPONS ADR REPSTG PFD as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.