Gratus Capital’s Royal Bank of Canada RY Stock Holding History

Gratus Capital’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 Q2	–	Sell	-9,391	Closed	-$726K	–	175
2018 Q1	$726K	Hold	9,391	–	–	0.1%	117
2017 Q4	$767K	Hold	9,391	–	–	0.1%	119
2017 Q3	$726K	Hold	9,391	–	–	0.1%	121
2017 Q2	$681K	Hold	9,391	–	–	0.1%	119
2017 Q1	$685K	Hold	9,391	–	–	0.1%	121
2016 Q4	$636K	Hold	9,391	–	–	0.1%	125
2016 Q3	$582K	Hold	9,391	–	–	0.09%	123
2016 Q2	$555K	Buy	+9,391	New	+$564K	0.08%	129

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

JFL

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

Gratus Capital's RY Position: Q2 2018 in Review

Gratus Capital sold out of Royal Bank of Canada (RY) in Q2 2018, closing a stake of 9,391 shares — an estimated $726K sold.

Gratus Capital first reported a position in RY in Q2 2016 and held it in 8 quarters. The position peaked at $767K in Q4 2017. 505 funds tracked by Wall St. Rank hold RY as of Q2 2018.

Gratus Capital reported no remaining Royal Bank of Canada position as of Q2 2018 after selling out during the quarter.
Gratus Capital sold 9,391 Royal Bank of Canada shares in Q2 2018, an estimated $726K.
Gratus Capital first reported a position in Royal Bank of Canada in Q2 2016 and held it in 8 quarters.
Gratus Capital's Royal Bank of Canada position peaked at $767K in Q4 2017.
505 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2018.

Based on Gratus Capital's 13F filing for Q2 2018, filed 13 Aug 2018.