Planning Solutions Group’s Royal Bank of Canada RY Stock Holding History

Planning Solutions Group’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
2019 Q2	$281K	Hold	3,543	–	–	0.14%	109
2019 Q1	$268K	Hold	3,543	–	–	0.14%	106
2018 Q4	$243K	Buy	+3,543	New	+$259K	0.15%	104

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Planning Solutions Group's RY Position: Q2 2019 in Review

Planning Solutions Group held its Royal Bank of Canada (RY) position steady in Q2 2019 at 3,543 shares worth $281K. The position accounts for 0.14% of the portfolio, ranked #109.

Planning Solutions Group first reported a position in RY in Q4 2018 and has held it in 3 quarters since. 533 funds tracked by Wall St. Rank hold RY as of Q2 2019.

Planning Solutions Group held 3,543 shares of Royal Bank of Canada worth $281K as of Q2 2019.
Planning Solutions Group left its Royal Bank of Canada share count unchanged in Q2 2019.
Royal Bank of Canada made up 0.14% of Planning Solutions Group's portfolio in Q2 2019, its #109 holding.
Planning Solutions Group first reported a position in Royal Bank of Canada in Q4 2018 and has held it in 3 quarters since.
533 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.