Squar Milner Financial Services’s Royal Bank of Canada RY Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-462	Closed	-$28K	–	604
2020 Q1	$28K	Buy	462 +136	+42%	+$10.1K	0.02%	423
2019 Q4	$25K	Buy	+326	New	+$26.3K	0.01%	491
2019 Q3	–	Sell	-300	Closed	-$24K	–	611
2019 Q2	$24K	Hold	300	–	–	0.02%	442
2019 Q1	$22K	Hold	300	–	–	0.02%	417
2018 Q4	$21K	Hold	300	–	–	0.02%	385
2018 Q3	$24K	Hold	300	–	–	0.02%	393
2018 Q2	$23K	Buy	+300	New	+$23K	0.02%	460

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Squar Milner Financial Services's RY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Royal Bank of Canada (RY) in Q2 2020, closing a stake of 462 shares — an estimated $28K sold.

Squar Milner Financial Services first reported a position in RY in Q2 2018 and held it in 7 quarters. The position peaked at $28K in Q1 2020. 506 funds tracked by Wall St. Rank hold RY as of Q2 2020.

Squar Milner Financial Services reported no remaining Royal Bank of Canada position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 462 Royal Bank of Canada shares in Q2 2020, an estimated $28K.
Squar Milner Financial Services first reported a position in Royal Bank of Canada in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Royal Bank of Canada position peaked at $28K in Q1 2020.
506 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.