Secrest Blakey & Associates’s Royal Bank of Canada RY Stock Holding History

Secrest Blakey & Associates’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 Q3	$378K	Hold	5,386	–	–	0.86%	34
2020 Q2	$365K	Hold	5,386	–	–	0.88%	38
2020 Q1	$332K	Hold	5,386	–	–	0.9%	38
2019 Q4	$427K	Hold	5,386	–	–	0.94%	38
2019 Q3	$437K	Hold	5,386	–	–	0.36%	71
2019 Q2	$428K	Hold	5,386	–	–	0.37%	70
2019 Q1	$407K	Sell	5,386 -235	-4%	-$17.8K	0.4%	68
2018 Q4	$385K	Hold	5,621	–	–	0.32%	70
2018 Q3	$451K	Hold	5,621	–	–	0.35%	67
2018 Q2	$423K	Hold	5,621	–	–	0.33%	75
2018 Q1	$434K	Sell	5,621 -3,000	-35%	-$244K	0.37%	71
2017 Q4	$704K	Buy	+8,621	New	+$684K	0.57%	48

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

Norges Bank Oslo, Norway $935B AUM

Secrest Blakey & Associates's RY Position: Q3 2020 in Review

Secrest Blakey & Associates held its Royal Bank of Canada (RY) position steady in Q3 2020 at 5,386 shares worth $378K. The position accounts for 0.86% of the portfolio, ranked #34.

Secrest Blakey & Associates first reported a position in RY in Q4 2017 and has held it in 12 quarters since. The position peaked at $704K in Q4 2017. 521 funds tracked by Wall St. Rank hold RY as of Q3 2020.

Secrest Blakey & Associates held 5,386 shares of Royal Bank of Canada worth $378K as of Q3 2020.
Secrest Blakey & Associates left its Royal Bank of Canada share count unchanged in Q3 2020.
Royal Bank of Canada made up 0.86% of Secrest Blakey & Associates's portfolio in Q3 2020, its #34 holding.
Secrest Blakey & Associates first reported a position in Royal Bank of Canada in Q4 2017 and has held it in 12 quarters since.
Secrest Blakey & Associates's Royal Bank of Canada position peaked at $704K in Q4 2017.
521 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.