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Measured Wealth Private Client Group’s Royal Caribbean RCL Stock Holding History

Measured Wealth Private Client Group’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,357
Closed -$171K – 551
2018
Q3 		$171K Buy
+1,357
New +$159K 0.1% 160

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Measured Wealth Private Client Group's RCL Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Royal Caribbean (RCL) in Q4 2018, closing a stake of 1,357 shares — an estimated $171K sold.

Measured Wealth Private Client Group first reported a position in RCL in Q3 2018 and held it in 1 quarter. The position peaked at $171K in Q3 2018. 635 funds tracked by Wall St. Rank hold RCL as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Royal Caribbean position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,357 Royal Caribbean shares in Q4 2018, an estimated $171K.
  • Measured Wealth Private Client Group first reported a position in Royal Caribbean in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Royal Caribbean position peaked at $171K in Q3 2018.
  • 635 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.