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M Holdings Securities’s Royal Bank of Canada RY Stock Holding History

M Holdings Securities’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
Q4 		– Sell
-1,603
Closed -$115K – 381
2014
Q3 		$115K Buy
+1,603
New +$118K 0.06% 256

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

M Holdings Securities's RY Position: Q4 2014 in Review

M Holdings Securities sold out of Royal Bank of Canada (RY) in Q4 2014, closing a stake of 1,603 shares — an estimated $115K sold.

M Holdings Securities first reported a position in RY in Q3 2014 and held it in 1 quarter. The position peaked at $115K in Q3 2014. 401 funds tracked by Wall St. Rank hold RY as of Q4 2014.

  • M Holdings Securities reported no remaining Royal Bank of Canada position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,603 Royal Bank of Canada shares in Q4 2014, an estimated $115K.
  • M Holdings Securities first reported a position in Royal Bank of Canada in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's Royal Bank of Canada position peaked at $115K in Q3 2014.
  • 401 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.