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

Cornerstone 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
2018
Q4 		– Sell
-11,978
Closed -$154K – 982
2018
Q3 		$154K Buy
11,978
+451
+4% +$35.4K ﹤0.01% 1240
2018
Q2 		$154K Buy
+11,527
New +$883K ﹤0.01% 1382

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Cornerstone Wealth Management's RY Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Royal Bank of Canada (RY) in Q4 2018, closing a stake of 11,978 shares — an estimated $154K sold.

Cornerstone Wealth Management first reported a position in RY in Q2 2018 and held it in 2 quarters. The position peaked at $154K in Q3 2018. 525 funds tracked by Wall St. Rank hold RY as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Royal Bank of Canada position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 11,978 Royal Bank of Canada shares in Q4 2018, an estimated $154K.
  • Cornerstone Wealth Management first reported a position in Royal Bank of Canada in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Royal Bank of Canada position peaked at $154K in Q3 2018.
  • 525 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.