Rational Advisors’s Royal Bank of Canada RY Stock Holding History

Rational Advisors’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
2020 Q4	–	Sell	-43	Closed	-$3K	–	530
2020 Q3	$3K	Buy	+43	New	+$3.09K	﹤0.01%	444
2019 Q2	–	Sell	-13,008	Closed	-$983K	–	579
2019 Q1	$983K	Buy	+13,008	New	+$984K	0.27%	105
2018 Q3	–	Sell	-2,708	Closed	-$204K	–	558
2018 Q2	$204K	Hold	2,708	–	–	0.1%	194
2018 Q1	$209K	Hold	2,708	–	–	0.1%	223
2017 Q4	$221K	Hold	2,708	–	–	0.11%	182
2017 Q3	$209K	Hold	2,708	–	–	0.11%	211
2017 Q2	$196K	Hold	2,708	–	–	0.12%	190
2017 Q1	$197K	Buy	2,708 +338	+14%	+$24.5K	0.13%	165
2016 Q4	$166K	Buy	+2,370	New	+$154K	0.16%	133
2015 Q3	$1.93M	Hold	35,000	–	–	0.78%	51
2015 Q2	$2.14M	Sell	35,000 -16,000	-31%	-$1.03M	0.69%	54
2015 Q1	$3.08M	Buy	51,000 +16,250	+47%	+$999K	0.74%	42
2014 Q4	$2.4M	Buy	+34,750	New	+$2.46M	0.48%	76
2013 Q4	$303K	Sell	4,500 -31,600	-88%	-$2.1M	0.03%	421
2013 Q3	$2.32M	Sell	36,100 -900	-2%	-$55.9K	0.18%	184
2013 Q2	$2.16M	Buy	+37,000	New	+$2.21M	0.18%	193

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Rational Advisors's RY Position: Q4 2020 in Review

Rational Advisors sold out of Royal Bank of Canada (RY) in Q4 2020, closing a stake of 43 shares — an estimated $3K sold.

Rational Advisors first reported a position in RY in Q2 2013 and held it in 16 quarters. The position peaked at $3.08M in Q1 2015. 579 funds tracked by Wall St. Rank hold RY as of Q4 2020.

Rational Advisors reported no remaining Royal Bank of Canada position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 43 Royal Bank of Canada shares in Q4 2020, an estimated $3K.
Rational Advisors first reported a position in Royal Bank of Canada in Q2 2013 and held it in 16 quarters.
Rational Advisors's Royal Bank of Canada position peaked at $3.08M in Q1 2015.
579 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.