Asset Planning Services Inc’s Royal Bank of Canada RY Stock Holding History

Asset Planning Services Inc’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
2020 Q1	–	Sell	-62,923	Closed	-$4.98M	–	38
2019 Q4	$4.98M	Buy	62,923 +455	+0.7%	+$36.6K	3.18%	15
2019 Q3	$5.07M	Sell	62,468 -675	-1%	-$52.7K	3.29%	11
2019 Q2	$5.01M	Buy	63,143 +1,100	+2%	+$86K	3.26%	13
2019 Q1	$4.69M	Buy	62,043 +1,650	+3%	+$125K	3.21%	14
2018 Q4	$4.14M	Buy	60,393 +650	+1%	+$47.4K	3.14%	15
2018 Q3	$4.79M	Buy	59,743 +1,325	+2%	+$104K	3.28%	14
2018 Q2	$4.4M	Sell	58,418 -700	-1%	-$53.6K	3.16%	14
2018 Q1	$4.57M	Buy	59,118 +380	+0.6%	+$30.9K	3.38%	9
2017 Q4	$4.8M	Buy	58,738 +575	+1%	+$45.6K	3.38%	8
2017 Q3	$4.5M	Buy	58,163 +3,335	+6%	+$249K	3.64%	8
2017 Q2	$3.98M	Buy	54,828 +200	+0.4%	+$14K	3.34%	14
2017 Q1	$3.98M	Buy	54,628 +30	+0.1%	+$2.17K	3.38%	12
2016 Q4	$3.7M	Buy	+54,598	New	+$3.54M	3.47%	17

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Asset Planning Services Inc's RY Position: Q1 2020 in Review

Asset Planning Services Inc sold out of Royal Bank of Canada (RY) in Q1 2020, closing a stake of 62,923 shares — an estimated $4.98M sold.

Asset Planning Services Inc first reported a position in RY in Q4 2016 and held it in 13 quarters. The position peaked at $5.07M in Q3 2019. 508 funds tracked by Wall St. Rank hold RY as of Q1 2020.

Asset Planning Services Inc reported no remaining Royal Bank of Canada position as of Q1 2020 after selling out during the quarter.
Asset Planning Services Inc sold 62,923 Royal Bank of Canada shares in Q1 2020, an estimated $4.98M.
Asset Planning Services Inc first reported a position in Royal Bank of Canada in Q4 2016 and held it in 13 quarters.
Asset Planning Services Inc's Royal Bank of Canada position peaked at $5.07M in Q3 2019.
508 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2020.

Based on Asset Planning Services Inc's 13F filing for Q1 2020, filed 16 Apr 2020.