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

Executive 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
-126
Closed -$10K – 657
2019
Q2 		$10K Sell
126
-499
-80% -$39K ﹤0.01% 618
2019
Q1 		$47K Hold
625
– – 0.01% 280
2018
Q4 		$43K Buy
+625
New +$45.6K 0.01% 306

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

Executive Wealth Management sold out of Royal Bank of Canada (RY) in Q3 2019, closing a stake of 126 shares — an estimated $10K sold.

Executive Wealth Management first reported a position in RY in Q4 2018 and held it in 3 quarters. The position peaked at $47K in Q1 2019. 536 funds tracked by Wall St. Rank hold RY as of Q3 2019.

  • Executive Wealth Management reported no remaining Royal Bank of Canada position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 126 Royal Bank of Canada shares in Q3 2019, an estimated $10K.
  • Executive Wealth Management first reported a position in Royal Bank of Canada in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Royal Bank of Canada position peaked at $47K in Q1 2019.
  • 536 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2019.

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