Cypress Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

Cypress Wealth Advisors’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	-5,131	Closed	-$384K	–	155
2017 Q1	$384K	Hold	5,131	–	–	0.18%	116
2016 Q4	$369K	Hold	5,131	–	–	0.17%	118
2016 Q3	$336K	Buy	5,131 +35	+0.7%	+$2.15K	0.15%	127
2016 Q2	$323K	Buy	5,096 +22	+0.4%	+$1.32K	0.16%	122
2016 Q1	$308K	Buy	+5,074	New	+$263K	0.14%	128

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Cypress Wealth Advisors's RY Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Royal Bank of Canada (RY) in Q2 2017, closing a stake of 5,131 shares — an estimated $384K sold.

Cypress Wealth Advisors first reported a position in RY in Q1 2016 and held it in 5 quarters. The position peaked at $384K in Q1 2017. 449 funds tracked by Wall St. Rank hold RY as of Q2 2017.

Cypress Wealth Advisors reported no remaining Royal Bank of Canada position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 5,131 Royal Bank of Canada shares in Q2 2017, an estimated $384K.
Cypress Wealth Advisors first reported a position in Royal Bank of Canada in Q1 2016 and held it in 5 quarters.
Cypress Wealth Advisors's Royal Bank of Canada position peaked at $384K in Q1 2017.
449 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.