YorkBridge Wealth Partners’s The Royal Bank Of Scotland Group RBS.PRS.CL Stock Holding History

YorkBridge Wealth Partners’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	-4,000	Closed	-$102K	–	792
2018 Q3	$102K	Buy	4,000 +1,000	+33%	+$25.7K	0.05%	282
2018 Q2	$77K	Hold	3,000	–	–	0.03%	324
2018 Q1	$76K	Hold	3,000	–	–	0.04%	320
2017 Q4	$77K	Buy	+3,000	New	+$77K	0.04%	326
2017 Q3	–	Sell	-99	Closed	-$3K	–	933
2017 Q2	$3K	Buy	+99	New	+$2.53K	﹤0.01%	758

Other funds holding RBS.PRS.CL

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

YorkBridge Wealth Partners's RBS.PRS.CL Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of The Royal Bank Of Scotland Group (RBS.PRS.CL) in Q4 2018, closing a stake of 4,000 shares — an estimated $102K sold.

YorkBridge Wealth Partners first reported a position in RBS.PRS.CL in Q2 2017 and held it in 5 quarters. The position peaked at $102K in Q3 2018. 3 funds tracked by Wall St. Rank hold RBS.PRS.CL as of Q4 2018.

YorkBridge Wealth Partners reported no remaining The Royal Bank Of Scotland Group position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 4,000 The Royal Bank Of Scotland Group shares in Q4 2018, an estimated $102K.
YorkBridge Wealth Partners first reported a position in The Royal Bank Of Scotland Group in Q2 2017 and held it in 5 quarters.
YorkBridge Wealth Partners's The Royal Bank Of Scotland Group position peaked at $102K in Q3 2018.
3 funds tracked by Wall St. Rank held The Royal Bank Of Scotland Group as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.