WA
RBS.PRF.CL

WFG Advisors’s Royal Bk Of Scotland Gp RBS.PRF.CL Stock Holding History

WFG Advisors’s Portfolio RBS.PRF.CL Stock Details RBS.PRF.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-315
Closed -$8K – 2281
2014
Q4 		$8K Sell
315
-1,905
-86% -$49.4K ﹤0.01% 1555
2014
Q3 		$57K Hold
2,220
– – 0.01% 883
2014
Q2 		$57K Hold
2,220
– – 0.01% 861
2014
Q1 		$56K Hold
2,220
– – 0.01% 872
2013
Q4 		$55K Hold
2,220
– – 0.01% 968
2013
Q3 		$55K Hold
2,220
– – 0.01% 898
2013
Q2 		$55K Buy
+2,220
New +$56.3K 0.01% 854

Other funds holding RBS.PRF.CL

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCA
Mercer Capital Advisers Little Silver, New Jersey $187M AUM 24.56% 1-Year Est. Return

WFG Advisors's RBS.PRF.CL Position: Q1 2015 in Review

WFG Advisors sold out of Royal Bk Of Scotland Gp (RBS.PRF.CL) in Q1 2015, closing a stake of 315 shares — an estimated $8K sold.

WFG Advisors first reported a position in RBS.PRF.CL in Q2 2013 and held it in 7 quarters. The position peaked at $57K in Q3 2014. 24 funds tracked by Wall St. Rank hold RBS.PRF.CL as of Q1 2015.

  • WFG Advisors reported no remaining Royal Bk Of Scotland Gp position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 315 Royal Bk Of Scotland Gp shares in Q1 2015, an estimated $8K.
  • WFG Advisors first reported a position in Royal Bk Of Scotland Gp in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Royal Bk Of Scotland Gp position peaked at $57K in Q3 2014.
  • 24 funds tracked by Wall St. Rank held Royal Bk Of Scotland Gp as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.