Neuburgh Advisers’s Royal Bank of Canada RY Stock Holding History

Neuburgh Advisers’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
2019 Q3	$11.7M	Buy	144,826 +7,546	+5%	+$589K	0.36%	58
2019 Q2	$10.9M	Sell	137,280 -9,086	-6%	-$710K	0.35%	64
2019 Q1	$11M	Sell	146,366 -3,256	-2%	-$246K	0.38%	61
2018 Q4	$10.3M	Sell	149,622 -242	-0.2%	-$17.7K	0.4%	53
2018 Q3	$12M	Sell	149,864 -4,532	-3%	-$355K	0.39%	57
2018 Q2	$11.6M	Sell	154,396 -7,062	-4%	-$541K	0.39%	60
2018 Q1	$12.5M	Hold	161,458	–	–	0.44%	57
2017 Q4	$13.2M	Sell	161,458 -12,100	-7%	-$960K	0.47%	55
2017 Q3	$13.4M	Sell	173,558 -5,962	-3%	-$445K	0.5%	54
2017 Q2	$13M	Sell	179,520 -6,600	-4%	-$463K	0.49%	54
2017 Q1	$13.6M	Sell	186,120 -11,660	-6%	-$845K	0.54%	47
2016 Q4	$13.4M	Buy	+197,780	New	+$12.8M	0.6%	43

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Neuburgh Advisers's RY Position: Q3 2019 in Review

Neuburgh Advisers increased its Royal Bank of Canada (RY) stake by 5.5% in Q3 2019, buying an estimated $589K and bringing the position to 144,826 shares worth $11.7M. The position accounts for 0.36% of the portfolio, ranked #58.

Neuburgh Advisers first reported a position in RY in Q4 2016 and has held it in 12 quarters since. The position peaked at $13.6M in Q1 2017. 536 funds tracked by Wall St. Rank hold RY as of Q3 2019.

Neuburgh Advisers held 144,826 shares of Royal Bank of Canada worth $11.7M as of Q3 2019.
Neuburgh Advisers bought 7,546 Royal Bank of Canada shares in Q3 2019, an estimated $589K.
Royal Bank of Canada made up 0.36% of Neuburgh Advisers's portfolio in Q3 2019, its #58 holding.
Neuburgh Advisers first reported a position in Royal Bank of Canada in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Royal Bank of Canada position peaked at $13.6M in Q1 2017.
536 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.