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

One Wealth Advisors’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 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Norges Bank Oslo, Norway $1T AUM

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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.