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

IHT 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
2018 Q2	–	Sell	-203	Closed	-$16K	–	1162
2018 Q1	$16K	Hold	203	–	–	﹤0.01%	1052
2017 Q4	$17K	Hold	203	–	–	﹤0.01%	1039
2017 Q3	$16K	Hold	203	–	–	0.01%	841
2017 Q2	$82K	Sell	203 -20	-9%	-$1.4K	0.04%	382
2017 Q1	$16K	Hold	223	–	–	0.01%	712
2016 Q4	$15K	Buy	+223	New	+$14.5K	0.01%	714

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

IHT Wealth Management's RY Position: Q2 2018 in Review

IHT Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2018, closing a stake of 203 shares — an estimated $16K sold.

IHT Wealth Management first reported a position in RY in Q4 2016 and held it in 6 quarters. The position peaked at $82K in Q2 2017. 505 funds tracked by Wall St. Rank hold RY as of Q2 2018.

IHT Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 203 Royal Bank of Canada shares in Q2 2018, an estimated $16K.
IHT Wealth Management first reported a position in Royal Bank of Canada in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Royal Bank of Canada position peaked at $82K in Q2 2017.
505 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.