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Polaris Wealth Advisory Group’s Royal Bank of Canada RY Stock Holding History

Polaris Wealth Advisory 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
2018
Q2 		– Sell
-500
Closed -$39K – 390
2018
Q1 		$39K Buy
+500
New +$40.6K ﹤0.01% 237

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Polaris Wealth Advisory Group's RY Position: Q2 2018 in Review

Polaris Wealth Advisory Group sold out of Royal Bank of Canada (RY) in Q2 2018, closing a stake of 500 shares — an estimated $39K sold.

Polaris Wealth Advisory Group first reported a position in RY in Q1 2018 and held it in 1 quarter. The position peaked at $39K in Q1 2018. 506 funds tracked by Wall St. Rank hold RY as of Q2 2018.

  • Polaris Wealth Advisory Group reported no remaining Royal Bank of Canada position as of Q2 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 500 Royal Bank of Canada shares in Q2 2018, an estimated $39K.
  • Polaris Wealth Advisory Group first reported a position in Royal Bank of Canada in Q1 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Royal Bank of Canada position peaked at $39K in Q1 2018.
  • 506 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2018, filed 9 Jul 2018.