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Summit Trail Advisors’s Royal Bank of Canada RY Stock Holding History

Summit Trail 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
2018
Q1 		– Sell
-90
Closed -$8K – 1408
2017
Q4 		$8K Buy
+90
New +$7.14K ﹤0.01% 1288

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Summit Trail Advisors's RY Position: Q1 2018 in Review

Summit Trail Advisors sold out of Royal Bank of Canada (RY) in Q1 2018, closing a stake of 90 shares — an estimated $8K sold.

Summit Trail Advisors first reported a position in RY in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 520 funds tracked by Wall St. Rank hold RY as of Q1 2018.

  • Summit Trail Advisors reported no remaining Royal Bank of Canada position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 90 Royal Bank of Canada shares in Q1 2018, an estimated $8K.
  • Summit Trail Advisors first reported a position in Royal Bank of Canada in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Royal Bank of Canada position peaked at $8K in Q4 2017.
  • 520 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.