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Elite Wealth Management’s Royal Caribbean RCL Stock Holding History

Elite Wealth Management’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-96
Closed -$5K – 596
2013
Q4 		$5K Buy
+96
New +$4.07K ﹤0.01% 474

Other funds holding RCL

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Elite Wealth Management's RCL Position: Q1 2014 in Review

Elite Wealth Management sold out of Royal Caribbean (RCL) in Q1 2014, closing a stake of 96 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in RCL in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 304 funds tracked by Wall St. Rank hold RCL as of Q1 2014.

  • Elite Wealth Management reported no remaining Royal Caribbean position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 96 Royal Caribbean shares in Q1 2014, an estimated $5K.
  • Elite Wealth Management first reported a position in Royal Caribbean in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Royal Caribbean position peaked at $5K in Q4 2013.
  • 304 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.