Integrated Wealth Counsel’s Royal Bank of Canada RY Stock Holding History

Integrated Wealth Counsel’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 Q4	$12K	Hold	178	–	–	0.03%	150
2016 Q3	$11K	Buy	+178	New	+$10.9K	0.02%	152

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Integrated Wealth Counsel's RY Position: Q4 2016 in Review

Integrated Wealth Counsel held its Royal Bank of Canada (RY) position steady in Q4 2016 at 178 shares worth $12K. The position accounts for 0.03% of the portfolio, ranked #150.

Integrated Wealth Counsel first reported a position in RY in Q3 2016 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold RY as of Q4 2016.

Integrated Wealth Counsel held 178 shares of Royal Bank of Canada worth $12K as of Q4 2016.
Integrated Wealth Counsel left its Royal Bank of Canada share count unchanged in Q4 2016.
Royal Bank of Canada made up 0.03% of Integrated Wealth Counsel's portfolio in Q4 2016, its #150 holding.
Integrated Wealth Counsel first reported a position in Royal Bank of Canada in Q3 2016 and has held it in 2 quarters since.
446 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.