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Burt Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

Burt 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
2016
Q2 		– Sell
-1
Closed -$1K – 537
2016
Q1 		$1K Buy
+1
New +$52 ﹤0.01% 546

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
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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Burt Wealth Advisors's RY Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Royal Bank of Canada (RY) in Q2 2016, closing a stake of 1 share — an estimated $1K sold.

Burt Wealth Advisors first reported a position in RY in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 415 funds tracked by Wall St. Rank hold RY as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Royal Bank of Canada position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 1 Royal Bank of Canada share in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Royal Bank of Canada in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Royal Bank of Canada position peaked at $1K in Q1 2016.
  • 415 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.