Security National Trust’s Royal Bank of Canada RY Stock Holding History

Security National Trust’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
2014 Q4	–	Sell	-506	Closed	-$36K	–	516
2014 Q3	$36K	Hold	506	–	–	0.01%	300
2014 Q2	$36K	Hold	506	–	–	0.01%	305
2014 Q1	$33K	Hold	506	–	–	0.01%	311
2013 Q4	$34K	Hold	506	–	–	0.01%	306
2013 Q3	$32K	Buy	+506	New	+$31.4K	0.01%	300

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IGIM

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Security National Trust's RY Position: Q4 2014 in Review

Security National Trust sold out of Royal Bank of Canada (RY) in Q4 2014, closing a stake of 506 shares — an estimated $36K sold.

Security National Trust first reported a position in RY in Q3 2013 and held it in 5 quarters. The position peaked at $36K in Q3 2014. 402 funds tracked by Wall St. Rank hold RY as of Q4 2014.

Security National Trust reported no remaining Royal Bank of Canada position as of Q4 2014 after selling out during the quarter.
Security National Trust sold 506 Royal Bank of Canada shares in Q4 2014, an estimated $36K.
Security National Trust first reported a position in Royal Bank of Canada in Q3 2013 and held it in 5 quarters.
Security National Trust's Royal Bank of Canada position peaked at $36K in Q3 2014.
402 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2014.

Based on Security National Trust's 13F filing for Q4 2014, filed 29 Jan 2015.