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Advisor Group’s Royal Bank of Canada RY Stock Holding History

Advisor Group’s Portfolio RY Stock Details RY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.15M Sell
14,545
-1,438
-9% -$116K 0.01% 1112
2019
Q3 		$1.3M Buy
15,983
+2,041
+15% +$159K 0.01% 993
2019
Q2 		$1.11M Buy
13,942
+1,230
+10% +$96.1K 0.01% 1075
2019
Q1 		$961K Buy
12,712
+1,666
+15% +$126K 0.01% 1116
2018
Q4 		$757K Buy
11,046
+1,499
+16% +$109K 0.01% 1124
2018
Q3 		$767K Buy
9,547
+2,269
+31% +$178K 0.01% 1160
2018
Q2 		$548K Sell
7,278
-208
-3% -$15.9K 0.01% 1237
2018
Q1 		$579K Sell
7,486
-216
-3% -$17.5K 0.01% 1218
2017
Q4 		$629K Buy
7,702
+210
+3% +$16.7K 0.01% 1177
2017
Q3 		$579K Buy
7,492
+1,157
+18% +$86.4K 0.01% 1108
2017
Q2 		$460K Sell
6,335
-5,513
-47% -$387K 0.01% 1199
2017
Q1 		$864K Buy
11,848
+515
+5% +$37.3K 0.02% 780
2016
Q4 		$767K Buy
11,333
+7,907
+231% +$512K 0.02% 777
2016
Q3 		$212K Buy
3,426
+284
+9% +$17.5K 0.01% 1482
2016
Q2 		$183K Buy
+3,142
New +$189K ﹤0.01% 1524

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Advisor Group's RY Position: Q4 2019 in Review

Advisor Group reduced its Royal Bank of Canada (RY) stake by 9% in Q4 2019, selling an estimated $116K and leaving 14,545 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1112.

Advisor Group first reported a position in RY in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.3M in Q3 2019. 566 funds tracked by Wall St. Rank hold RY as of Q4 2019.

  • Advisor Group held 14,545 shares of Royal Bank of Canada worth $1.15M as of Q4 2019.
  • Advisor Group sold 1,438 Royal Bank of Canada shares in Q4 2019, an estimated $116K.
  • Royal Bank of Canada made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1112 holding.
  • Advisor Group first reported a position in Royal Bank of Canada in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Royal Bank of Canada position peaked at $1.3M in Q3 2019.
  • 566 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.