Monroe Bank & Trust’s Royal Bank of Canada RY Stock Holding History

Monroe Bank & Trust’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 Q3	–	Sell	-300	Closed	-$23K	–	208
2018 Q2	$23K	Sell	300 -50	-14%	-$3.83K	0.01%	179
2018 Q1	$27K	Hold	350	–	–	0.01%	181
2017 Q4	$29K	Buy	+350	New	+$27.8K	0.01%	183
2017 Q3	–	Sell	-500	Closed	-$36K	–	219
2017 Q2	$36K	Buy	500 +150	+43%	+$10.5K	0.01%	172
2017 Q1	$26K	Sell	350 -150	-30%	-$10.9K	0.01%	190
2016 Q4	$34K	Buy	+500	New	+$32.4K	0.01%	185
2016 Q2	–	Sell	-500	Closed	-$29K	–	273
2016 Q1	$29K	Hold	500	–	–	0.01%	208
2015 Q4	$27K	Hold	500	–	–	0.01%	206
2015 Q3	$27K	Buy	+500	New	+$28.5K	0.01%	206

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Monroe Bank & Trust's RY Position: Q3 2018 in Review

Monroe Bank & Trust sold out of Royal Bank of Canada (RY) in Q3 2018, closing a stake of 300 shares — an estimated $23K sold.

Monroe Bank & Trust first reported a position in RY in Q3 2015 and held it in 9 quarters. The position peaked at $36K in Q2 2017. 526 funds tracked by Wall St. Rank hold RY as of Q3 2018.

Monroe Bank & Trust reported no remaining Royal Bank of Canada position as of Q3 2018 after selling out during the quarter.
Monroe Bank & Trust sold 300 Royal Bank of Canada shares in Q3 2018, an estimated $23K.
Monroe Bank & Trust first reported a position in Royal Bank of Canada in Q3 2015 and held it in 9 quarters.
Monroe Bank & Trust's Royal Bank of Canada position peaked at $36K in Q2 2017.
526 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2018.

Based on Monroe Bank & Trust's 13F filing for Q3 2018, filed 14 Nov 2018.