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Calton & Associates’s Royal Bank of Canada RY Stock Holding History

Calton & Associates’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
Q1 		– Sell
-1,028
Closed -$88K – 1087
2017
Q4 		$88K Buy
+1,028
New +$81.5K 0.02% 517

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Calton & Associates's RY Position: Q1 2018 in Review

Calton & Associates sold out of Royal Bank of Canada (RY) in Q1 2018, closing a stake of 1,028 shares — an estimated $88K sold.

Calton & Associates first reported a position in RY in Q4 2017 and held it in 1 quarter. The position peaked at $88K in Q4 2017. 520 funds tracked by Wall St. Rank hold RY as of Q1 2018.

  • Calton & Associates reported no remaining Royal Bank of Canada position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,028 Royal Bank of Canada shares in Q1 2018, an estimated $88K.
  • Calton & Associates first reported a position in Royal Bank of Canada in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Royal Bank of Canada position peaked at $88K in Q4 2017.
  • 520 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.