Financial Advocates Investment Management’s Royal Bank of Canada RY Stock Holding History

Financial Advocates Investment 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
2018 Q4	–	Sell	-3,640	Closed	-$292K	–	495
2018 Q3	$292K	Sell	3,640 -1,863	-34%	-$146K	0.03%	398
2018 Q2	$413K	Sell	5,503 -1,049	-16%	-$80.3K	0.05%	297
2018 Q1	$506K	Buy	6,552 +9	+0.1%	+$731	0.07%	255
2017 Q4	$534K	Buy	+6,543	New	+$519K	0.07%	246

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 $115B AUM 41.58% 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

Financial Advocates Investment Management's RY Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Royal Bank of Canada (RY) in Q4 2018, closing a stake of 3,640 shares — an estimated $292K sold.

Financial Advocates Investment Management first reported a position in RY in Q4 2017 and held it in 4 quarters. The position peaked at $534K in Q4 2017. 525 funds tracked by Wall St. Rank hold RY as of Q4 2018.

Financial Advocates Investment Management reported no remaining Royal Bank of Canada position as of Q4 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 3,640 Royal Bank of Canada shares in Q4 2018, an estimated $292K.
Financial Advocates Investment Management first reported a position in Royal Bank of Canada in Q4 2017 and held it in 4 quarters.
Financial Advocates Investment Management's Royal Bank of Canada position peaked at $534K in Q4 2017.
525 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.