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	–	559
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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return