FMA Advisory’s Royal Bank of Canada RY Stock Holding History

FMA Advisory’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
2015 Q2	$56K	Buy	+912	New	+$58.7K	0.04%	191
2014 Q4	$1.61M	Buy	23,290 +10	+0%	+$707	0.56%	70
2014 Q3	$1.66M	Sell	23,280 -310	-1%	-$22.8K	0.61%	64
2014 Q2	$1.69M	Sell	23,590 -39	-0.2%	-$2.65K	0.62%	63
2014 Q1	$1.56M	Buy	23,629 +230	+1%	+$14.9K	0.61%	64
2013 Q4	$1.57M	Sell	23,399 -440	-2%	-$29.2K	0.64%	60
2013 Q3	$1.53M	Buy	23,839 +4	+0%	+$248	0.61%	57
2013 Q2	$1.39M	Buy	+23,835	New	+$1.42M	0.59%	59

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FMA Advisory's RY Position: Q2 2015 in Review

FMA Advisory opened a new position in Royal Bank of Canada (RY) in Q2 2015: 912 shares worth $56K. The stake represents 0.04% of the portfolio and ranks #191 among its holdings. This is a return to the name: FMA Advisory previously reported a position in RY as recently as Q4 2014.

FMA Advisory first reported a position in RY in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.69M in Q2 2014. 398 funds tracked by Wall St. Rank hold RY as of Q2 2015.

FMA Advisory held 912 shares of Royal Bank of Canada worth $56K as of Q2 2015.
Royal Bank of Canada was a new FMA Advisory position in Q2 2015.
Royal Bank of Canada made up 0.04% of FMA Advisory's portfolio in Q2 2015, its #191 holding.
FMA Advisory first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 8 quarters since.
FMA Advisory's Royal Bank of Canada position peaked at $1.69M in Q2 2014.
398 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.