ACI
RCL icon

Alpha Cubed Investments’s Royal Caribbean RCL Stock Holding History

Alpha Cubed Investments’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,400
Closed -$330K – 195
2016
Q3 		$330K Buy
+4,400
New +$310K 0.09% 131

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Alpha Cubed Investments's RCL Position: Q4 2016 in Review

Alpha Cubed Investments sold out of Royal Caribbean (RCL) in Q4 2016, closing a stake of 4,400 shares — an estimated $330K sold.

Alpha Cubed Investments first reported a position in RCL in Q3 2016 and held it in 1 quarter. The position peaked at $330K in Q3 2016. 463 funds tracked by Wall St. Rank hold RCL as of Q4 2016.

  • Alpha Cubed Investments reported no remaining Royal Caribbean position as of Q4 2016 after selling out during the quarter.
  • Alpha Cubed Investments sold 4,400 Royal Caribbean shares in Q4 2016, an estimated $330K.
  • Alpha Cubed Investments first reported a position in Royal Caribbean in Q3 2016 and held it in 1 quarter.
  • Alpha Cubed Investments's Royal Caribbean position peaked at $330K in Q3 2016.
  • 463 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2016.

Based on Alpha Cubed Investments's 13F filing for Q4 2016, filed 30 Jan 2017.