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Executive Wealth Management’s Royal Caribbean RCL Stock Holding History

Executive 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
2019
Q3 		– Sell
-50
Closed -$6K – 625
2019
Q2 		$6K Hold
50
– – ﹤0.01% 691
2019
Q1 		$6K Hold
50
– – ﹤0.01% 626
2018
Q4 		$5K Buy
+50
New +$5.48K ﹤0.01% 679

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Executive Wealth Management's RCL Position: Q3 2019 in Review

Executive Wealth Management sold out of Royal Caribbean (RCL) in Q3 2019, closing a stake of 50 shares — an estimated $6K sold.

Executive Wealth Management first reported a position in RCL in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 628 funds tracked by Wall St. Rank hold RCL as of Q3 2019.

  • Executive Wealth Management reported no remaining Royal Caribbean position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 50 Royal Caribbean shares in Q3 2019, an estimated $6K.
  • Executive Wealth Management first reported a position in Royal Caribbean in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Royal Caribbean position peaked at $6K in Q2 2019.
  • 628 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.