Private Wealth Partners’s Royal Bank of Canada RY Stock Holding History

Private Wealth Partners’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	–	Sell	-8,578	Closed	-$648K	–	141
2019 Q1	$648K	Buy	+8,578	New	+$649K	0.11%	74
2015 Q4	–	Sell	-5,875	Closed	-$325K	–	135
2015 Q3	$325K	Sell	5,875 -42,960	-88%	-$2.45M	0.08%	108
2015 Q2	$2.99M	Sell	48,835 -1,700	-3%	-$109K	0.67%	42
2015 Q1	$3.05M	Sell	50,535 -1,200	-2%	-$73.8K	0.7%	43
2014 Q4	$3.57M	Hold	51,735	–	–	0.84%	39
2014 Q3	$3.7M	Sell	51,735 -475	-0.9%	-$35K	0.81%	38
2014 Q2	$3.73M	Sell	52,210 -600	-1%	-$40.7K	0.82%	35
2014 Q1	$3.48M	Sell	52,810 -740	-1%	-$47.8K	0.82%	34
2013 Q4	$3.6M	Sell	53,550 -2,000	-4%	-$133K	0.8%	39
2013 Q3	$3.57M	Sell	55,550 -200	-0.4%	-$12.4K	0.85%	36
2013 Q2	$3.25M	Buy	+55,750	New	+$3.33M	0.81%	37

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

Private Wealth Partners's RY Position: Q2 2019 in Review

Private Wealth Partners sold out of Royal Bank of Canada (RY) in Q2 2019, closing a stake of 8,578 shares — an estimated $648K sold.

Private Wealth Partners first reported a position in RY in Q2 2013 and held it in 11 quarters. The position peaked at $3.73M in Q2 2014. 533 funds tracked by Wall St. Rank hold RY as of Q2 2019.

Private Wealth Partners reported no remaining Royal Bank of Canada position as of Q2 2019 after selling out during the quarter.
Private Wealth Partners sold 8,578 Royal Bank of Canada shares in Q2 2019, an estimated $648K.
Private Wealth Partners first reported a position in Royal Bank of Canada in Q2 2013 and held it in 11 quarters.
Private Wealth Partners's Royal Bank of Canada position peaked at $3.73M in Q2 2014.
533 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2019.

Based on Private Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.