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B. Riley Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

B. Riley Wealth 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
2018
Q2 		– Sell
-2,754
Closed -$214K – 720
2018
Q1 		$214K Sell
2,754
-280
-9% -$22.7K 0.03% 564
2017
Q4 		$248K Sell
3,034
-50
-2% -$3.96K 0.03% 512
2017
Q3 		$240K Sell
3,084
-313
-9% -$23.4K 0.04% 440
2017
Q2 		$247K Buy
3,397
+306
+10% +$21.5K 0.04% 423
2017
Q1 		$226K Sell
3,091
-228
-7% -$16.5K 0.05% 431
2016
Q4 		$225K Hold
3,319
– – 0.05% 423
2016
Q3 		$206K Sell
3,319
-178
-5% -$10.9K 0.04% 532
2016
Q2 		$207K Sell
3,497
-221
-6% -$13.3K 0.04% 521
2016
Q1 		$214K Sell
3,718
-422
-10% -$21.9K 0.05% 455
2015
Q4 		$222K Buy
4,140
+115
+3% +$6.45K 0.05% 461
2015
Q3 		$223K Buy
+4,025
New +$229K 0.05% 441
2015
Q2 		– Sell
-3,853
Closed -$233K – 576
2015
Q1 		$233K Sell
3,853
-3,791
-50% -$233K 0.06% 427
2014
Q4 		$2.9M Buy
7,644
+3,836
+101% +$271K 0.06% 407
2014
Q3 		$272K Sell
3,808
-3,808
-50% -$280K 0.07% 388
2014
Q2 		$272K Buy
7,616
+3,588
+89% +$243K 0.06% 348
2014
Q1 		$266K Sell
4,028
-184
-4% -$11.9K 0.08% 293
2013
Q4 		$283K Sell
4,212
-200
-5% -$13.3K 0.09% 251
2013
Q3 		$283K Sell
4,412
-987
-18% -$61.3K 0.1% 238
2013
Q2 		$315K Buy
+5,399
New +$322K 0.11% 218

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

B. Riley Wealth Advisors's RY Position: Q2 2018 in Review

B. Riley Wealth Advisors sold out of Royal Bank of Canada (RY) in Q2 2018, closing a stake of 2,754 shares — an estimated $214K sold.

B. Riley Wealth Advisors first reported a position in RY in Q2 2013 and held it in 19 quarters. The position peaked at $2.9M in Q4 2014. 505 funds tracked by Wall St. Rank hold RY as of Q2 2018.

  • B. Riley Wealth Advisors reported no remaining Royal Bank of Canada position as of Q2 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,754 Royal Bank of Canada shares in Q2 2018, an estimated $214K.
  • B. Riley Wealth Advisors first reported a position in Royal Bank of Canada in Q2 2013 and held it in 19 quarters.
  • B. Riley Wealth Advisors's Royal Bank of Canada position peaked at $2.9M in Q4 2014.
  • 505 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.