Partnervest Advisory Services’s Royal Bank of Canada RY Stock Holding History

Partnervest Advisory Services’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 Q3	–	Sell	-341	Closed	-$24K	–	658
2014 Q2	$24K	Hold	341	–	–	0.01%	498
2014 Q1	$23K	Buy	341 +85	+33%	+$5.5K	0.01%	473
2013 Q4	$17K	Buy	+256	New	+$17K	0.01%	511

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Partnervest Advisory Services's RY Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Royal Bank of Canada (RY) in Q3 2014, closing a stake of 341 shares — an estimated $24K sold.

Partnervest Advisory Services first reported a position in RY in Q4 2013 and held it in 3 quarters. The position peaked at $24K in Q2 2014. 385 funds tracked by Wall St. Rank hold RY as of Q3 2014.

Partnervest Advisory Services reported no remaining Royal Bank of Canada position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 341 Royal Bank of Canada shares in Q3 2014, an estimated $24K.
Partnervest Advisory Services first reported a position in Royal Bank of Canada in Q4 2013 and held it in 3 quarters.
Partnervest Advisory Services's Royal Bank of Canada position peaked at $24K in Q2 2014.
385 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.