KFS
RY icon

KMS Financial Services’s Royal Bank of Canada RY Stock Holding History

KMS Financial Services’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
2014
Q3 		$211K Sell
2,948
-1,113
-27% -$81.9K 0.03% 473
2014
Q2 		$290K Buy
4,061
+163
+4% +$11.1K 0.04% 394
2014
Q1 		$257K Buy
3,898
+303
+8% +$19.6K 0.04% 420
2013
Q4 		$242K Buy
+3,595
New +$238K 0.04% 425

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

KMS Financial Services's RY Position: Q3 2014 in Review

KMS Financial Services reduced its Royal Bank of Canada (RY) stake by 27% in Q3 2014, selling an estimated $81.9K and leaving 2,948 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #473.

KMS Financial Services first reported a position in RY in Q4 2013 and has held it in 4 quarters since. The position peaked at $290K in Q2 2014. 384 funds tracked by Wall St. Rank hold RY as of Q3 2014.

  • KMS Financial Services held 2,948 shares of Royal Bank of Canada worth $211K as of Q3 2014.
  • KMS Financial Services sold 1,113 Royal Bank of Canada shares in Q3 2014, an estimated $81.9K.
  • Royal Bank of Canada made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #473 holding.
  • KMS Financial Services first reported a position in Royal Bank of Canada in Q4 2013 and has held it in 4 quarters since.
  • KMS Financial Services's Royal Bank of Canada position peaked at $290K in Q2 2014.
  • 384 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.