Convergence Investment Partners’s Royal Bank of Canada RY Stock Holding History

Convergence Investment Partners’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	-253	Closed	-$20K	–	774
2018 Q1	$20K	Buy	+253	New	+$20.5K	﹤0.01%	600
2015 Q1	–	Sell	-3,213	Closed	-$222K	–	414
2014 Q4	$222K	Hold	3,213	–	–	0.03%	327
2014 Q3	$230K	Buy	+3,213	New	+$236K	0.03%	332
2014 Q2	–	Sell	-3,868	Closed	-$255K	–	415
2014 Q1	$255K	Sell	3,868 -809	-17%	-$52.3K	0.04%	318
2013 Q4	$314K	Sell	4,677 -800	-15%	-$53K	0.05%	301
2013 Q3	$352K	Sell	5,477 -1,583	-22%	-$98.3K	0.07%	223
2013 Q2	$412K	Buy	+7,060	New	+$422K	0.11%	211

Other funds holding RY

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

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

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

Mackenzie Financial

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return