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

Evercore 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
2019 Q3	–	Sell	-9,211	Closed	-$731K	–	417
2019 Q2	$731K	Buy	9,211 +108	+1%	+$8.44K	0.02%	234
2019 Q1	$688K	Buy	9,103 +150	+2%	+$11.3K	0.02%	236
2018 Q4	$613K	Buy	8,953 +50	+0.6%	+$3.65K	0.02%	232
2018 Q3	$714K	Buy	8,903 +73	+0.8%	+$5.72K	0.02%	238
2018 Q2	$665K	Hold	8,830	–	–	0.02%	245
2018 Q1	$682K	Hold	8,830	–	–	0.03%	212
2017 Q4	$721K	Hold	8,830	–	–	0.03%	220
2017 Q3	$683K	Hold	8,830	–	–	0.03%	217
2017 Q2	$640K	Sell	8,830 -61	-0.7%	-$4.28K	0.02%	227
2017 Q1	$648K	Buy	8,891 +8,830	+14,475%	+$640K	0.03%	229
2016 Q4	$4K	Buy	+61	New	+$3.95K	﹤0.01%	910
2016 Q1	–	Sell	-10	Closed	-$1K	–	999
2015 Q4	$1K	Buy	+10	New	+$561	﹤0.01%	988
2013 Q4	–	Sell	-251	Closed	-$16K	–	966
2013 Q3	$16K	Buy	+251	New	+$15.6K	﹤0.01%	714

Other funds holding RY

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Mackenzie Financial

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

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return