One Wealth Advisors’s Royal Bank of Canada RY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
– Sell
-37
Closed -$3K – 401
2018
Q3
$3K Sell
37
-2,487
-99% -$195K ﹤0.01% 477
2018
Q2
$190K Sell
2,524
-1,956
-44% -$150K 0.15% 135
2018
Q1
$346K Buy
4,480
+125
+3% +$10.1K 0.31% 57
2017
Q4
$356K Buy
+4,355
New +$345K 0.29% 54

Other funds holding RY

One Wealth Advisors's RY Position: Q4 2018 in Review

One Wealth Advisors sold out of Royal Bank of Canada (RY) in Q4 2018, closing a stake of 37 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in RY in Q4 2017 and held it in 4 quarters. The position peaked at $356K in Q4 2017. 525 funds tracked by Wall St. Rank hold RY as of Q4 2018.

  • One Wealth Advisors reported no remaining Royal Bank of Canada position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 37 Royal Bank of Canada shares in Q4 2018, an estimated $3K.
  • One Wealth Advisors first reported a position in Royal Bank of Canada in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's Royal Bank of Canada position peaked at $356K in Q4 2017.
  • 525 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.