Elm Advisors’s Royal Bank of Canada RY Stock Holding History

Elm 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
2018 Q4	–	Sell	-300	Closed	-$24K	–	223
2018 Q3	$24K	Buy	+300	New	+$23.5K	0.02%	207

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Norges Bank Oslo, Norway $935B AUM

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Elm Advisors's RY Position: Q4 2018 in Review

Elm Advisors sold out of Royal Bank of Canada (RY) in Q4 2018, closing a stake of 300 shares — an estimated $24K sold.

Elm Advisors first reported a position in RY in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 525 funds tracked by Wall St. Rank hold RY as of Q4 2018.

Elm Advisors reported no remaining Royal Bank of Canada position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 300 Royal Bank of Canada shares in Q4 2018, an estimated $24K.
Elm Advisors first reported a position in Royal Bank of Canada in Q3 2018 and held it in 1 quarter.
Elm Advisors's Royal Bank of Canada position peaked at $24K in Q3 2018.
525 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.