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Gary Goldberg Planning Services’s Royal Bank of Canada RY Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$19K Hold
270
– – 0.01% 303
2014
Q3 		$19K Hold
270
– – 0.01% 321
2014
Q2 		$19K Buy
+270
New +$18.3K 0.01% 303

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Gary Goldberg Planning Services's RY Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Royal Bank of Canada (RY) position steady in Q4 2014 at 270 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #303.

Gary Goldberg Planning Services first reported a position in RY in Q2 2014 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold RY as of Q4 2014.

  • Gary Goldberg Planning Services held 270 shares of Royal Bank of Canada worth $19K as of Q4 2014.
  • Gary Goldberg Planning Services left its Royal Bank of Canada share count unchanged in Q4 2014.
  • Royal Bank of Canada made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #303 holding.
  • Gary Goldberg Planning Services first reported a position in Royal Bank of Canada in Q2 2014 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.