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Gupta Wealth Management’s Royal Bank of Canada RY Stock Holding History

Gupta Wealth 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
2016
Q1 		$99K Hold
1,720
– – 0.02% 329
2015
Q4 		$92K Buy
1,720
+320
+23% +$17.9K 0.02% 331
2015
Q3 		$77K Buy
1,400
+888
+173% +$50.6K 0.02% 379
2015
Q2 		$41K Buy
512
+183
+56% +$11.8K 0.01% 511
2015
Q1 		$20K Buy
+329
New +$20.2K 0.01% 605

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gupta Wealth Management's RY Position: Q1 2016 in Review

Gupta Wealth Management held its Royal Bank of Canada (RY) position steady in Q1 2016 at 1,720 shares worth $99K. The position accounts for 0.02% of the portfolio, ranked #329.

Gupta Wealth Management first reported a position in RY in Q1 2015 and has held it in 5 quarters since. 411 funds tracked by Wall St. Rank hold RY as of Q1 2016.

  • Gupta Wealth Management held 1,720 shares of Royal Bank of Canada worth $99K as of Q1 2016.
  • Gupta Wealth Management left its Royal Bank of Canada share count unchanged in Q1 2016.
  • Royal Bank of Canada made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #329 holding.
  • Gupta Wealth Management first reported a position in Royal Bank of Canada in Q1 2015 and has held it in 5 quarters since.
  • 411 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.