Atwood & Palmer’s Royal Bank of Canada RY Stock Holding History

Atwood & Palmer’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	–	Sell	-50	Closed	-$3K	–	372
2015 Q4	$3K	Hold	50	–	–	﹤0.01%	375
2015 Q3	$3K	Hold	50	–	–	﹤0.01%	403
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	352
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	310
2014 Q4	$4K	Hold	50	–	–	﹤0.01%	355
2014 Q3	$4K	Buy	+50	New	+$3.68K	﹤0.01%	354

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

Atwood & Palmer's RY Position: Q1 2016 in Review

Atwood & Palmer sold out of Royal Bank of Canada (RY) in Q1 2016, closing a stake of 50 shares — an estimated $3K sold.

Atwood & Palmer first reported a position in RY in Q3 2014 and held it in 6 quarters. The position peaked at $4K in Q4 2014. 410 funds tracked by Wall St. Rank hold RY as of Q1 2016.

Atwood & Palmer reported no remaining Royal Bank of Canada position as of Q1 2016 after selling out during the quarter.
Atwood & Palmer sold 50 Royal Bank of Canada shares in Q1 2016, an estimated $3K.
Atwood & Palmer first reported a position in Royal Bank of Canada in Q3 2014 and held it in 6 quarters.
Atwood & Palmer's Royal Bank of Canada position peaked at $4K in Q4 2014.
410 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.