Joel Isaacson & Co’s Royal Bank of Canada RY Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-200	Closed	-$14K	–	458
2016 Q4	$14K	Hold	200	–	–	﹤0.01%	465
2016 Q3	$12K	Hold	200	–	–	﹤0.01%	523
2016 Q2	$12K	Hold	200	–	–	﹤0.01%	524
2016 Q1	$12K	Hold	200	–	–	﹤0.01%	552
2015 Q4	$11K	Hold	200	–	–	﹤0.01%	541
2015 Q3	$11K	Hold	200	–	–	﹤0.01%	562
2015 Q2	$12K	Buy	+200	New	+$12.9K	﹤0.01%	566

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Joel Isaacson & Co's RY Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Royal Bank of Canada (RY) in Q1 2017, closing a stake of 200 shares — an estimated $14K sold.

Joel Isaacson & Co first reported a position in RY in Q2 2015 and held it in 7 quarters. The position peaked at $14K in Q4 2016. 447 funds tracked by Wall St. Rank hold RY as of Q1 2017.

Joel Isaacson & Co reported no remaining Royal Bank of Canada position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 200 Royal Bank of Canada shares in Q1 2017, an estimated $14K.
Joel Isaacson & Co first reported a position in Royal Bank of Canada in Q2 2015 and held it in 7 quarters.
Joel Isaacson & Co's Royal Bank of Canada position peaked at $14K in Q4 2016.
447 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.