Progressive Investment Management’s Royal Bank of Canada RY Stock Holding History

Progressive Investment Management’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
2016 Q3	–	Sell	-23,662	Closed	-$1.4M	–	57
2016 Q2	$1.4M	Sell	23,662 -266	-1%	-$16K	1.35%	36
2016 Q1	$1.38M	Sell	23,928 -514	-2%	-$26.6K	1.4%	36
2015 Q4	$1.31M	Sell	24,442 -65	-0.3%	-$3.65K	1.4%	32
2015 Q3	$1.35M	Sell	24,507 -723	-3%	-$41.2K	1.56%	31
2015 Q2	$1.54M	Buy	+25,230	New	+$1.62M	1.7%	27

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

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

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

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Progressive Investment Management's RY Position: Q3 2016 in Review

Progressive Investment Management sold out of Royal Bank of Canada (RY) in Q3 2016, closing a stake of 23,662 shares — an estimated $1.4M sold.

Progressive Investment Management first reported a position in RY in Q2 2015 and held it in 5 quarters. The position peaked at $1.54M in Q2 2015. 415 funds tracked by Wall St. Rank hold RY as of Q3 2016.

Progressive Investment Management reported no remaining Royal Bank of Canada position as of Q3 2016 after selling out during the quarter.
Progressive Investment Management sold 23,662 Royal Bank of Canada shares in Q3 2016, an estimated $1.4M.
Progressive Investment Management first reported a position in Royal Bank of Canada in Q2 2015 and held it in 5 quarters.
Progressive Investment Management's Royal Bank of Canada position peaked at $1.54M in Q2 2015.
415 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2016.

Based on Progressive Investment Management's 13F filing for Q3 2016, filed 7 Nov 2016.