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MBE Wealth Management’s Royal Bank of Canada RY Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-181
Closed -$11K – 409
2020
Q1 		$11K Buy
+181
New +$13.4K 0.01% 276

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
Vanguard Group
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MBE Wealth Management's RY Position: Q2 2020 in Review

MBE Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2020, closing a stake of 181 shares — an estimated $11K sold.

MBE Wealth Management first reported a position in RY in Q1 2020 and held it in 1 quarter. The position peaked at $11K in Q1 2020. 506 funds tracked by Wall St. Rank hold RY as of Q2 2020.

  • MBE Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 181 Royal Bank of Canada shares in Q2 2020, an estimated $11K.
  • MBE Wealth Management first reported a position in Royal Bank of Canada in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Royal Bank of Canada position peaked at $11K in Q1 2020.
  • 506 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.