Alerus Investment Advisors’s Royal Bank of Canada RY Stock Holding History

Alerus Investment Advisors’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
2016 Q1	$1.53M	Buy	26,666 +1,449	+6%	+$75.1K	0.27%	84
2015 Q4	$1.35M	Buy	25,217 +4,072	+19%	+$228K	0.23%	89
2015 Q3	$1.17M	Buy	21,145 +2,989	+16%	+$170K	0.21%	86
2015 Q2	$1.1M	Hold	18,156	–	–	0.18%	84
2015 Q1	$1.1M	Buy	18,156 +5,803	+47%	+$357K	0.18%	84
2014 Q4	$853K	Buy	12,353 +527	+4%	+$37.3K	0.14%	86
2014 Q3	$844K	Buy	11,826 +1,286	+12%	+$94.7K	0.15%	83
2014 Q2	$753K	Sell	10,540 -1,277	-11%	-$86.6K	0.13%	87
2014 Q1	$780K	Buy	11,817 +3,228	+38%	+$209K	0.17%	89
2013 Q4	$575K	Sell	8,589 -423	-5%	-$28K	0.13%	103
2013 Q3	$579K	Buy	9,012 +171	+2%	+$10.6K	0.12%	101
2013 Q2	$517K	Buy	+8,841	New	+$528K	0.08%	108

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alerus Investment Advisors's RY Position: Q1 2016 in Review

Alerus Investment Advisors increased its Royal Bank of Canada (RY) stake by 5.7% in Q1 2016, buying an estimated $75.1K and bringing the position to 26,666 shares worth $1.53M. The position accounts for 0.27% of the portfolio, ranked #84.

Alerus Investment Advisors first reported a position in RY in Q2 2013 and has held it in 12 quarters since. 411 funds tracked by Wall St. Rank hold RY as of Q1 2016.

Alerus Investment Advisors held 26,666 shares of Royal Bank of Canada worth $1.53M as of Q1 2016.
Alerus Investment Advisors bought 1,449 Royal Bank of Canada shares in Q1 2016, an estimated $75.1K.
Royal Bank of Canada made up 0.27% of Alerus Investment Advisors's portfolio in Q1 2016, its #84 holding.
Alerus Investment Advisors first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 12 quarters since.
411 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.