Independent Portfolio Consultants’s Royal Caribbean RCL Stock Holding History

Independent Portfolio Consultants’s Portfolio RCL Stock Details RCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$73K	Buy	+670	New	+$71.1K	0.03%	460
2017 Q1	–	Sell	-564	Closed	-$46K	–	889
2016 Q4	$46K	Sell	564 -276	-33%	-$21.7K	0.02%	556
2016 Q3	$63K	Buy	+840	New	+$59.2K	0.02%	505
2015 Q2	–	Sell	-3	Closed	–	–	1001
2015 Q1	$0	Buy	+3	New	+$237	﹤0.01%	1034
2014 Q4	–	Sell	-154	Closed	-$10.8K	–	862
2014 Q3	$10K	Buy	+154	New	+$9.55K	﹤0.01%	745

Other funds holding RCL

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Independent Portfolio Consultants's RCL Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in Royal Caribbean (RCL) in Q2 2017: 670 shares worth $73K. The stake represents 0.03% of the portfolio and ranks #460 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in RCL as recently as Q4 2016.

Independent Portfolio Consultants first reported a position in RCL in Q3 2014 and has held it in 5 quarters since. 540 funds tracked by Wall St. Rank hold RCL as of Q2 2017.

Independent Portfolio Consultants held 670 shares of Royal Caribbean worth $73K as of Q2 2017.
Royal Caribbean was a new Independent Portfolio Consultants position in Q2 2017.
Royal Caribbean made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #460 holding.
Independent Portfolio Consultants first reported a position in Royal Caribbean in Q3 2014 and has held it in 5 quarters since.
540 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.