LifePlan Financial Group’s Royal Bank of Canada RY Stock Holding History

LifePlan Financial Group’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
2018 Q4	–	Sell	-1,400	Closed	-$112K	–	558
2018 Q3	$112K	Hold	1,400	–	–	0.06%	173
2018 Q2	$105K	Sell	1,400 -15	-1%	-$1.15K	0.06%	175
2018 Q1	$109K	Buy	+1,415	New	+$115K	0.06%	158
2015 Q1	–	Sell	-3,186	Closed	-$220K	–	86
2014 Q4	$220K	Buy	+3,186	New	+$225K	0.15%	71
2014 Q2	–	Sell	-2,444	Closed	-$161K	–	187
2014 Q1	$161K	Hold	2,444	–	–	0.13%	72
2013 Q4	$164K	Buy	2,444 +1,400	+134%	+$92.8K	0.11%	69
2013 Q3	$67K	Buy	+1,044	New	+$64.8K	0.05%	93

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

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

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

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

BGC

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

Norges Bank Oslo, Norway $1T AUM

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

LifePlan Financial Group's RY Position: Q4 2018 in Review

LifePlan Financial Group sold out of Royal Bank of Canada (RY) in Q4 2018, closing a stake of 1,400 shares — an estimated $112K sold.

LifePlan Financial Group first reported a position in RY in Q3 2013 and held it in 7 quarters. The position peaked at $220K in Q4 2014. 525 funds tracked by Wall St. Rank hold RY as of Q4 2018.

LifePlan Financial Group reported no remaining Royal Bank of Canada position as of Q4 2018 after selling out during the quarter.
LifePlan Financial Group sold 1,400 Royal Bank of Canada shares in Q4 2018, an estimated $112K.
LifePlan Financial Group first reported a position in Royal Bank of Canada in Q3 2013 and held it in 7 quarters.
LifePlan Financial Group's Royal Bank of Canada position peaked at $220K in Q4 2014.
525 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.