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Mosaic Family Wealth’s Royal Bank of Canada RY Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-63
Closed -$5K – 878
2017
Q3 		$5K Buy
+63
New +$4.7K ﹤0.01% 717

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Mosaic Family Wealth's RY Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Royal Bank of Canada (RY) in Q4 2017, closing a stake of 63 shares — an estimated $5K sold.

Mosaic Family Wealth first reported a position in RY in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 521 funds tracked by Wall St. Rank hold RY as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Royal Bank of Canada position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 63 Royal Bank of Canada shares in Q4 2017, an estimated $5K.
  • Mosaic Family Wealth first reported a position in Royal Bank of Canada in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Royal Bank of Canada position peaked at $5K in Q3 2017.
  • 521 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.