Sheets Smith Wealth Management’s Royal Caribbean RCL Stock Holding History

Sheets Smith Wealth Management’s Portfolio RCL Stock Details RCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,668	Closed	-$314K	–	328
2018 Q1	$314K	Sell	2,668 -18	-0.7%	-$2.27K	0.08%	253
2017 Q4	$320K	Buy	2,686 +61	+2%	+$7.55K	0.08%	256
2017 Q3	$311K	Sell	2,625 -28	-1%	-$3.27K	0.08%	250
2017 Q2	$290K	Buy	+2,653	New	+$282K	0.08%	239
2015 Q1	–	Sell	-10,478	Closed	-$864K	–	253
2014 Q4	$864K	Buy	+10,478	New	+$735K	0.23%	135

Other funds holding RCL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Sheets Smith Wealth Management's RCL Position: Q2 2018 in Review

Sheets Smith Wealth Management sold out of Royal Caribbean (RCL) in Q2 2018, closing a stake of 2,668 shares — an estimated $314K sold.

Sheets Smith Wealth Management first reported a position in RCL in Q4 2014 and held it in 5 quarters. The position peaked at $864K in Q4 2014. 619 funds tracked by Wall St. Rank hold RCL as of Q2 2018.

Sheets Smith Wealth Management reported no remaining Royal Caribbean position as of Q2 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 2,668 Royal Caribbean shares in Q2 2018, an estimated $314K.
Sheets Smith Wealth Management first reported a position in Royal Caribbean in Q4 2014 and held it in 5 quarters.
Sheets Smith Wealth Management's Royal Caribbean position peaked at $864K in Q4 2014.
619 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2018, filed 26 Jul 2018.