Credential Securities’s Royal Bank of Canada RY Stock Holding History

Credential Securities’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	$8.81M	Sell	116,962 -4,182	-3%	-$320K	2%	16
2018 Q1	$9.34M	Buy	121,144 +1,872	+2%	+$152K	2.23%	10
2017 Q4	$9.74M	Buy	119,272 +10,273	+9%	+$815K	2.36%	7
2017 Q3	$8.43M	Buy	108,999 +7,627	+8%	+$569K	2.26%	7
2017 Q2	$7.36M	Buy	101,372 +6,775	+7%	+$475K	2.25%	7
2017 Q1	$6.89M	Sell	94,597 -1,144	-1%	-$82.9K	2.41%	7
2016 Q4	$6.48M	Buy	95,741 +4,335	+5%	+$281K	2.58%	6
2016 Q3	$5.66M	Buy	91,406 +7,337	+9%	+$451K	2.57%	5
2016 Q2	$4.97M	Buy	84,069 +6,258	+8%	+$376K	2.58%	6
2016 Q1	$4.47M	Buy	77,811 +8,492	+12%	+$440K	2.59%	6
2015 Q4	$3.71M	Sell	69,319 -462	-0.7%	-$25.9K	2.44%	6
2015 Q3	$3.85M	Sell	69,781 -2,979	-4%	-$170K	2.68%	6
2015 Q2	$4.46M	Buy	72,760 +6,074	+9%	+$391K	2.81%	5
2015 Q1	$4.02M	Buy	66,686 +1,803	+3%	+$111K	2.61%	6
2014 Q4	$4.48M	Buy	64,883 +2,926	+5%	+$207K	2.9%	6
2014 Q3	$4.41M	Buy	61,957 +2,326	+4%	+$171K	2.96%	6
2014 Q2	$4.25M	Buy	59,631 +4,791	+9%	+$325K	2.82%	7
2014 Q1	$3.62M	Buy	+54,840	New	+$3.55M	2.7%	7

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

JFL

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

Credential Securities's RY Position: Q2 2018 in Review

Credential Securities reduced its Royal Bank of Canada (RY) stake by 3.5% in Q2 2018, selling an estimated $320K and leaving 116,962 shares worth $8.81M. The position accounts for 2% of the portfolio, ranked #16.

Credential Securities first reported a position in RY in Q1 2014 and has held it in 18 quarters since. The position peaked at $9.74M in Q4 2017. 506 funds tracked by Wall St. Rank hold RY as of Q2 2018.

Credential Securities held 116,962 shares of Royal Bank of Canada worth $8.81M as of Q2 2018.
Credential Securities sold 4,182 Royal Bank of Canada shares in Q2 2018, an estimated $320K.
Royal Bank of Canada made up 2% of Credential Securities's portfolio in Q2 2018, its #16 holding.
Credential Securities first reported a position in Royal Bank of Canada in Q1 2014 and has held it in 18 quarters since.
Credential Securities's Royal Bank of Canada position peaked at $9.74M in Q4 2017.
506 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.