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Paradigm Financial Advisors’s Royal Bank of Canada RY Stock Holding History

Paradigm Financial 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
2014
Q1 		– Sell
-760
Closed -$51K – 278
2013
Q4 		$51K Buy
+760
New +$50.4K 0.05% 133

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Paradigm Financial Advisors's RY Position: Q1 2014 in Review

Paradigm Financial Advisors sold out of Royal Bank of Canada (RY) in Q1 2014, closing a stake of 760 shares — an estimated $51K sold.

Paradigm Financial Advisors first reported a position in RY in Q4 2013 and held it in 1 quarter. The position peaked at $51K in Q4 2013. 362 funds tracked by Wall St. Rank hold RY as of Q1 2014.

  • Paradigm Financial Advisors reported no remaining Royal Bank of Canada position as of Q1 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 760 Royal Bank of Canada shares in Q1 2014, an estimated $51K.
  • Paradigm Financial Advisors first reported a position in Royal Bank of Canada in Q4 2013 and held it in 1 quarter.
  • Paradigm Financial Advisors's Royal Bank of Canada position peaked at $51K in Q4 2013.
  • 362 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2014.

Based on Paradigm Financial Advisors's 13F filing for Q1 2014, filed 29 Apr 2014.