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

WFG 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
2016 Q4	–	Sell	-501	Closed	-$13K	–	1865
2016 Q3	$13K	Sell	501 -1	-0.2%	-$25	﹤0.01%	1068
2016 Q2	$12K	Buy	+502	New	+$12.3K	﹤0.01%	1061
2015 Q4	–	Sell	-502	Closed	-$12K	–	1771
2015 Q3	$12K	Hold	502	–	–	﹤0.01%	1059
2015 Q2	$12K	Hold	502	–	–	﹤0.01%	1150
2015 Q1	$12K	Sell	502 -215	-30%	-$5.17K	﹤0.01%	1168
2014 Q4	$17K	Sell	717 -665	-48%	-$15.7K	﹤0.01%	1298
2014 Q3	$32K	Buy	1,382 +535	+63%	+$12.4K	0.01%	1099
2014 Q2	$20K	Sell	847 -4,262	-83%	-$96.4K	﹤0.01%	1291
2014 Q1	$110K	Hold	5,109	–	–	0.02%	609
2013 Q4	$100K	Hold	5,109	–	–	0.01%	740
2013 Q3	$101K	Sell	5,109 -60,136	-92%	-$1.17M	0.02%	701
2013 Q2	$1.33M	Buy	+65,245	New	+$1.49M	0.22%	114

Other funds holding RBS.PRL.CL

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's RBS.PRL.CL Position: Q4 2016 in Review

WFG Advisors sold out of Royal Bank Of Scotland Group Plc (RBS.PRL.CL) in Q4 2016, closing a stake of 501 shares — an estimated $13K sold.

WFG Advisors first reported a position in RBS.PRL.CL in Q2 2013 and held it in 12 quarters. The position peaked at $1.33M in Q2 2013. 47 funds tracked by Wall St. Rank hold RBS.PRL.CL as of Q4 2016.

WFG Advisors reported no remaining Royal Bank Of Scotland Group Plc position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 501 Royal Bank Of Scotland Group Plc shares in Q4 2016, an estimated $13K.
WFG Advisors first reported a position in Royal Bank Of Scotland Group Plc in Q2 2013 and held it in 12 quarters.
WFG Advisors's Royal Bank Of Scotland Group Plc position peaked at $1.33M in Q2 2013.
47 funds tracked by Wall St. Rank held Royal Bank Of Scotland Group Plc as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.