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Apriem Advisors’s Royal Bank of Canada RY Stock Holding History

Apriem 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
2014
Q4 		– Sell
-233
Closed -$17K – 542
2014
Q3 		$17K Buy
+233
New +$17.1K 0.01% 321

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Apriem Advisors's RY Position: Q4 2014 in Review

Apriem Advisors sold out of Royal Bank of Canada (RY) in Q4 2014, closing a stake of 233 shares — an estimated $17K sold.

Apriem Advisors first reported a position in RY in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 401 funds tracked by Wall St. Rank hold RY as of Q4 2014.

  • Apriem Advisors reported no remaining Royal Bank of Canada position as of Q4 2014 after selling out during the quarter.
  • Apriem Advisors sold 233 Royal Bank of Canada shares in Q4 2014, an estimated $17K.
  • Apriem Advisors first reported a position in Royal Bank of Canada in Q3 2014 and held it in 1 quarter.
  • Apriem Advisors's Royal Bank of Canada position peaked at $17K in Q3 2014.
  • 401 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2014.

Based on Apriem Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.