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

Ladenburg Thalmann 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
2019 Q4	$813K	Sell	10,341 -560	-5%	-$45.1K	0.01%	1428
2019 Q3	$885K	Buy	10,901 +1,546	+17%	+$121K	0.01%	1329
2019 Q2	$742K	Sell	9,355 -1,765	-16%	-$138K	0.01%	1439
2019 Q1	$840K	Sell	11,120 -4,561	-29%	-$345K	0.01%	1301
2018 Q4	$1.07M	Buy	15,681 +987	+7%	+$72K	0.01%	1008
2018 Q3	$1.18M	Buy	14,694 +185	+1%	+$14.5K	0.01%	1027
2018 Q2	$1.12M	Hold	14,509	–	–	0.01%	1001
2018 Q1	$1.12M	Buy	14,509 +28	+0.2%	+$2.27K	0.01%	1001
2017 Q4	$1.18M	Buy	14,481 +163	+1%	+$12.9K	0.01%	961
2017 Q3	$1.11M	Buy	14,318 +429	+3%	+$32K	0.01%	934
2017 Q2	$980K	Sell	13,889 -363	-3%	-$25.5K	0.01%	951
2017 Q1	$998K	Sell	14,252 -1,650	-10%	-$120K	0.01%	897
2016 Q4	$1.05M	Buy	15,902 +1,349	+9%	+$87.4K	0.01%	826
2016 Q3	$903K	Sell	14,553 -44	-0.3%	-$2.71K	0.01%	854
2016 Q2	$872K	Buy	14,597 +328	+2%	+$19.7K	0.01%	821
2016 Q1	$773K	Sell	14,269 -595	-4%	-$30.8K	0.01%	815
2015 Q4	$821K	Buy	14,864 +981	+7%	+$55K	0.02%	778
2015 Q3	$768K	Sell	13,883 -6,464	-32%	-$368K	0.02%	763
2015 Q2	$1.26M	Buy	20,347 +1,852	+10%	+$119K	0.02%	591
2015 Q1	$1.13M	Buy	18,495 +3,860	+26%	+$237K	0.02%	631
2014 Q4	$1.04M	Buy	14,635 +5,575	+62%	+$394K	0.02%	584
2014 Q3	$668K	Sell	9,060 -14,524	-62%	-$1.07M	0.02%	670
2014 Q2	$1.67M	Sell	23,584 -99	-0.4%	-$6.71K	0.05%	341
2014 Q1	$1.56M	Sell	23,683 -883	-4%	-$57.1K	0.05%	329
2013 Q4	$1.65M	Buy	24,566 +493	+2%	+$32.7K	0.05%	296
2013 Q3	$1.53M	Buy	24,073 +23	+0.1%	+$1.43K	0.05%	285
2013 Q2	$1.41M	Buy	+24,050	New	+$1.44M	0.05%	301

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's RY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Royal Bank of Canada (RY) stake by 5.1% in Q4 2019, selling an estimated $45.1K and leaving 10,341 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #1428.

Ladenburg Thalmann Financial Services first reported a position in RY in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.67M in Q2 2014. 566 funds tracked by Wall St. Rank hold RY as of Q4 2019.

Ladenburg Thalmann Financial Services held 10,341 shares of Royal Bank of Canada worth $813K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 560 Royal Bank of Canada shares in Q4 2019, an estimated $45.1K.
Royal Bank of Canada made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1428 holding.
Ladenburg Thalmann Financial Services first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's Royal Bank of Canada position peaked at $1.67M in Q2 2014.
566 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.