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Physicians Financial Services’s Royal Caribbean RCL Stock Holding History

Physicians Financial Services’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-346
Closed -$25K – 223
2016
Q4 		$25K Hold
346
– – 0.02% 196
2016
Q3 		$26K Hold
346
– – 0.02% 184
2016
Q2 		$23K Hold
346
– – 0.02% 194
2016
Q1 		$28K Buy
346
+100
+41% +$7.8K 0.03% 179
2015
Q4 		$25K Buy
+246
New +$23.4K 0.02% 193

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Physicians Financial Services's RCL Position: Q1 2017 in Review

Physicians Financial Services sold out of Royal Caribbean (RCL) in Q1 2017, closing a stake of 346 shares — an estimated $25K sold.

Physicians Financial Services first reported a position in RCL in Q4 2015 and held it in 5 quarters. The position peaked at $28K in Q1 2016. 495 funds tracked by Wall St. Rank hold RCL as of Q1 2017.

  • Physicians Financial Services reported no remaining Royal Caribbean position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 346 Royal Caribbean shares in Q1 2017, an estimated $25K.
  • Physicians Financial Services first reported a position in Royal Caribbean in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Royal Caribbean position peaked at $28K in Q1 2016.
  • 495 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.