Kays Financial Advisory’s Royal Bank of Canada RY Stock Holding History

Kays Financial Advisory’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
2020 Q3	$387K	Hold	5,515	–	–	0.06%	69
2020 Q2	$374K	Hold	5,515	–	–	0.07%	68
2020 Q1	$339K	Hold	5,515	–	–	0.07%	64
2019 Q4	$437K	Hold	5,515	–	–	0.08%	67
2019 Q3	$448K	Hold	5,515	–	–	0.08%	79
2019 Q2	$438K	Hold	5,515	–	–	0.08%	76
2019 Q1	$417K	Hold	5,515	–	–	0.08%	76
2018 Q4	$378K	Hold	5,515	–	–	0.09%	79
2018 Q3	$442K	Hold	5,515	–	–	0.09%	69
2018 Q2	$415K	Hold	5,515	–	–	0.09%	65
2018 Q1	$426K	Hold	5,515	–	–	0.1%	59
2017 Q4	$450K	Hold	5,515	–	–	0.13%	61
2017 Q3	$427K	Hold	5,515	–	–	0.14%	57
2017 Q2	$400K	Hold	5,515	–	–	0.14%	58
2017 Q1	$402K	Hold	5,515	–	–	0.14%	59
2016 Q4	$373K	Hold	5,515	–	–	0.15%	59
2016 Q3	$342K	Hold	5,515	–	–	0.15%	51
2016 Q2	$326K	Hold	5,515	–	–	0.15%	53
2016 Q1	$317K	Hold	5,515	–	–	0.16%	55
2015 Q4	$295K	Hold	5,515	–	–	0.15%	53
2015 Q3	$305K	Hold	5,515	–	–	0.17%	53
2015 Q2	$337K	Hold	5,515	–	–	0.19%	50
2015 Q1	$333K	Hold	5,515	–	–	0.2%	48
2014 Q4	$381K	Sell	5,515 -865	-14%	-$61.2K	0.26%	33
2014 Q3	$456K	Hold	6,380	–	–	0.33%	19
2014 Q2	$456K	Hold	6,380	–	–	0.33%	20
2014 Q1	$421K	Hold	6,380	–	–	0.3%	21
2013 Q4	$429K	Buy	+6,380	New	+$423K	0.32%	19

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kays Financial Advisory's RY Position: Q3 2020 in Review

Kays Financial Advisory held its Royal Bank of Canada (RY) position steady in Q3 2020 at 5,515 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #69.

Kays Financial Advisory first reported a position in RY in Q4 2013 and has held it in 28 quarters since. The position peaked at $456K in Q3 2014. 521 funds tracked by Wall St. Rank hold RY as of Q3 2020.

Kays Financial Advisory held 5,515 shares of Royal Bank of Canada worth $387K as of Q3 2020.
Kays Financial Advisory left its Royal Bank of Canada share count unchanged in Q3 2020.
Royal Bank of Canada made up 0.06% of Kays Financial Advisory's portfolio in Q3 2020, its #69 holding.
Kays Financial Advisory first reported a position in Royal Bank of Canada in Q4 2013 and has held it in 28 quarters since.
Kays Financial Advisory's Royal Bank of Canada position peaked at $456K in Q3 2014.
521 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.