Insight Capital Research & Management’s Royal Caribbean RCL Stock Holding History

Insight Capital Research & Management’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 Q3	–	Sell	-28,712	Closed	-$3.14M	–	130
2017 Q2	$3.14M	Buy	28,712 +12,961	+82%	+$1.38M	1.84%	10
2017 Q1	$1.54M	Buy	+15,751	New	+$1.47M	0.87%	59
2015 Q2	–	Sell	-38,581	Closed	-$3.16M	–	121
2015 Q1	$3.16M	Sell	38,581 -47,650	-55%	-$3.77M	0.79%	64
2014 Q4	$7.11M	Buy	86,231 +22,388	+35%	+$1.57M	1.82%	7
2014 Q3	$4.3M	Sell	63,843 -19,635	-24%	-$1.22M	1.12%	38
2014 Q2	$4.64M	Sell	83,478 -24,861	-23%	-$1.34M	1.06%	39
2014 Q1	$5.91M	Buy	+108,339	New	+$5.49M	1.36%	25

Other funds holding RCL

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Insight Capital Research & Management's RCL Position: Q3 2017 in Review

Insight Capital Research & Management sold out of Royal Caribbean (RCL) in Q3 2017, closing a stake of 28,712 shares — an estimated $3.14M sold.

Insight Capital Research & Management first reported a position in RCL in Q1 2014 and held it in 7 quarters. The position peaked at $7.11M in Q4 2014. 567 funds tracked by Wall St. Rank hold RCL as of Q3 2017.

Insight Capital Research & Management reported no remaining Royal Caribbean position as of Q3 2017 after selling out during the quarter.
Insight Capital Research & Management sold 28,712 Royal Caribbean shares in Q3 2017, an estimated $3.14M.
Insight Capital Research & Management first reported a position in Royal Caribbean in Q1 2014 and held it in 7 quarters.
Insight Capital Research & Management's Royal Caribbean position peaked at $7.11M in Q4 2014.
567 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.