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Concert Wealth Management’s Royal Bank of Canada RY Stock Holding History

Concert Wealth Management’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
2017
Q2 		– Sell
-10,901
Closed -$737K – 392
2017
Q1 		$737K Hold
10,901
– – 0.17% 179
2016
Q4 		$737K Sell
10,901
-204
-2% -$13.2K 0.16% 188
2016
Q3 		$688K Hold
11,105
– – 0.08% 305
2016
Q2 		$656K Hold
11,105
– – 0.09% 284
2016
Q1 		$640K Buy
11,105
+26
+0.2% +$1.35K 0.09% 286
2015
Q4 		$594K Buy
11,079
+243
+2% +$13.6K 0.08% 320
2015
Q3 		$599K Hold
10,836
– – 0.08% 311
2015
Q2 		$662K Hold
10,836
– – 0.09% 305
2015
Q1 		$2K Hold
10,836
– – ﹤0.01% 486
2014
Q4 		$748K Sell
10,836
-2,400
-18% -$170K 0.11% 238
2014
Q3 		$943K Hold
13,236
– – 0.13% 140
2014
Q2 		$941K Sell
13,236
-1
-0% -$68 0.12% 149
2014
Q1 		$869K Hold
13,237
– – 0.11% 161
2013
Q4 		$888K Buy
13,237
+336
+3% +$22.3K 0.11% 151
2013
Q3 		$826K Sell
12,901
-200
-2% -$12.4K 0.12% 155
2013
Q2 		$762K Buy
+13,101
New +$782K 0.11% 152

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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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

Concert Wealth Management's RY Position: Q2 2017 in Review

Concert Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2017, closing a stake of 10,901 shares — an estimated $737K sold.

Concert Wealth Management first reported a position in RY in Q2 2013 and held it in 16 quarters. The position peaked at $943K in Q3 2014. 449 funds tracked by Wall St. Rank hold RY as of Q2 2017.

  • Concert Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 10,901 Royal Bank of Canada shares in Q2 2017, an estimated $737K.
  • Concert Wealth Management first reported a position in Royal Bank of Canada in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Royal Bank of Canada position peaked at $943K in Q3 2014.
  • 449 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.