Financial Gravity Companies’s Royal Bank of Canada RY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$38K Buy
+502
New +$36.6K 0.03% 402
2018
Q1
$36K Buy
475
+1
+0.2% +$81 0.04% 423
2017
Q4
$41K Buy
+474
New +$37.6K 0.05% 340

Other funds holding RY

Financial Gravity Companies's RY Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Royal Bank of Canada (RY) in Q4 2018: 502 shares worth $38K. The stake represents 0.03% of the portfolio and ranks #402 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RY as recently as Q1 2018.

Financial Gravity Companies first reported a position in RY in Q4 2017 and has held it in 3 quarters since. The position peaked at $41K in Q4 2017. 525 funds tracked by Wall St. Rank hold RY as of Q4 2018.

  • Financial Gravity Companies held 502 shares of Royal Bank of Canada worth $38K as of Q4 2018.
  • Royal Bank of Canada was a new Financial Gravity Companies position in Q4 2018.
  • Royal Bank of Canada made up 0.03% of Financial Gravity Companies's portfolio in Q4 2018, its #402 holding.
  • Financial Gravity Companies first reported a position in Royal Bank of Canada in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Royal Bank of Canada position peaked at $41K in Q4 2017.
  • 525 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.