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

Northwest 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
2019
Q2 		– Sell
-75
Closed -$6K – 395
2019
Q1 		$6K Buy
+75
New +$5.67K ﹤0.01% 395

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
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 Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest Wealth Management's RY Position: Q2 2019 in Review

Northwest Wealth Management sold out of Royal Bank of Canada (RY) in Q2 2019, closing a stake of 75 shares — an estimated $6K sold.

Northwest Wealth Management first reported a position in RY in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 533 funds tracked by Wall St. Rank hold RY as of Q2 2019.

  • Northwest Wealth Management reported no remaining Royal Bank of Canada position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 75 Royal Bank of Canada shares in Q2 2019, an estimated $6K.
  • Northwest Wealth Management first reported a position in Royal Bank of Canada in Q1 2019 and held it in 1 quarter.
  • Northwest Wealth Management's Royal Bank of Canada position peaked at $6K in Q1 2019.
  • 533 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.