Bison Wealth’s Royal Bank of Canada RY Stock Holding History

Bison Wealth’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	-3,001	Closed	-$238K	–	387
2019 Q4	$238K	Hold	3,001	–	–	0.11%	199
2019 Q3	$244K	Hold	3,001	–	–	0.14%	178
2019 Q2	$238K	Hold	3,001	–	–	0.14%	183
2019 Q1	$227K	Hold	3,001	–	–	0.14%	186
2018 Q4	$206K	Hold	3,001	–	–	0.15%	183
2018 Q3	$241K	Hold	3,001	–	–	0.16%	177
2018 Q2	$226K	Buy	+3,001	New	+$230K	0.17%	179
2015 Q3	–	Sell	-3,612	Closed	-$219K	–	256
2015 Q2	$219K	Buy	3,612 +36	+1%	+$2.32K	0.13%	208
2015 Q1	$216K	Hold	3,576	–	–	0.13%	198
2014 Q4	$247K	Buy	+3,576	New	+$253K	0.19%	147

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bison Wealth's RY Position: Q1 2020 in Review

Bison Wealth sold out of Royal Bank of Canada (RY) in Q1 2020, closing a stake of 3,001 shares — an estimated $238K sold.

Bison Wealth first reported a position in RY in Q4 2014 and held it in 10 quarters. The position peaked at $247K in Q4 2014. 510 funds tracked by Wall St. Rank hold RY as of Q1 2020.

Bison Wealth reported no remaining Royal Bank of Canada position as of Q1 2020 after selling out during the quarter.
Bison Wealth sold 3,001 Royal Bank of Canada shares in Q1 2020, an estimated $238K.
Bison Wealth first reported a position in Royal Bank of Canada in Q4 2014 and held it in 10 quarters.
Bison Wealth's Royal Bank of Canada position peaked at $247K in Q4 2014.
510 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2020.

Based on Bison Wealth's 13F filing for Q1 2020, filed 4 May 2020.