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Independent Portfolio Consultants’s Royal Bank of Canada RY Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$541K Sell
7,457
-690
-8% -$48.4K 0.22% 147
2017
Q1 		$594K Sell
8,147
-1,335
-14% -$96.7K 0.21% 175
2016
Q4 		$642K Buy
9,482
+60
+0.6% +$3.89K 0.21% 174
2016
Q3 		$584K Sell
9,422
-210
-2% -$12.9K 0.18% 201
2016
Q2 		$569K Sell
9,632
-475
-5% -$28.5K 0.18% 198
2016
Q1 		$582K Buy
10,107
+565
+6% +$29.3K 0.16% 192
2015
Q4 		$511K Buy
9,542
+140
+1% +$7.85K 0.15% 191
2015
Q3 		$519K Sell
9,402
-12,318
-57% -$701K 0.11% 244
2015
Q2 		$1.33M Sell
21,720
-4,654
-18% -$300K 0.27% 136
2015
Q1 		$1.59M Buy
26,374
+1,259
+5% +$77.4K 0.33% 107
2014
Q4 		$1.74M Buy
25,115
+15,530
+162% +$1.1M 0.35% 102
2014
Q3 		$685K Buy
9,585
+1,435
+18% +$106K 0.18% 153
2014
Q2 		$582K Buy
8,150
+1,015
+14% +$68.8K 0.16% 189
2014
Q1 		$470K Buy
7,135
+935
+15% +$60.4K 0.15% 247
2013
Q4 		$417K Buy
6,200
+595
+11% +$39.5K 0.15% 295
2013
Q3 		$360K Buy
5,605
+585
+12% +$36.3K 0.14% 309
2013
Q2 		$293K Buy
+5,020
New +$300K 0.13% 334

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its Royal Bank of Canada (RY) stake by 8.5% in Q2 2017, selling an estimated $48.4K and leaving 7,457 shares worth $541K. The position accounts for 0.22% of the portfolio, ranked #147.

Independent Portfolio Consultants first reported a position in RY in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.74M in Q4 2014. 449 funds tracked by Wall St. Rank hold RY as of Q2 2017.

  • Independent Portfolio Consultants held 7,457 shares of Royal Bank of Canada worth $541K as of Q2 2017.
  • Independent Portfolio Consultants sold 690 Royal Bank of Canada shares in Q2 2017, an estimated $48.4K.
  • Royal Bank of Canada made up 0.22% of Independent Portfolio Consultants's portfolio in Q2 2017, its #147 holding.
  • Independent Portfolio Consultants first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Royal Bank of Canada position peaked at $1.74M in Q4 2014.
  • 449 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2017.

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