Integrated Wealth Management (Palm Desert)’s Royal Bank of Canada RY Stock Holding History

Integrated Wealth Management (Palm Desert)’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	–	Sell	-2,527	Closed	-$157K	–	848
2016 Q3	$157K	Sell	2,527 -46	-2%	-$2.83K	0.06%	260
2016 Q2	$152K	Buy	2,573 +850	+49%	+$51.1K	0.06%	254
2016 Q1	$99K	Buy	1,723 +977	+131%	+$50.6K	0.04%	290
2015 Q4	$40K	Buy	746 +46	+7%	+$2.58K	0.02%	433
2015 Q3	$39K	Hold	700	–	–	0.02%	431
2015 Q2	$43K	Hold	700	–	–	0.02%	432
2015 Q1	$42K	Buy	+700	New	+$43K	0.02%	418

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 $199B AUM 37.98% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

IGIM

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

Integrated Wealth Management (Palm Desert)'s RY Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Royal Bank of Canada (RY) in Q4 2016, closing a stake of 2,527 shares — an estimated $157K sold.

Integrated Wealth Management (Palm Desert) first reported a position in RY in Q1 2015 and held it in 7 quarters. The position peaked at $157K in Q3 2016. 447 funds tracked by Wall St. Rank hold RY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Royal Bank of Canada position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 2,527 Royal Bank of Canada shares in Q4 2016, an estimated $157K.
Integrated Wealth Management (Palm Desert) first reported a position in Royal Bank of Canada in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Royal Bank of Canada position peaked at $157K in Q3 2016.
447 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.