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Tortoise Investment Management’s Royal Bank of Canada RY Stock Holding History

Tortoise Investment Management’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
Q3 		– Sell
-100
Closed -$7K – 419
2014
Q2 		$7K Buy
+100
New +$6.78K ﹤0.01% 339

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Tortoise Investment Management's RY Position: Q3 2014 in Review

Tortoise Investment Management sold out of Royal Bank of Canada (RY) in Q3 2014, closing a stake of 100 shares — an estimated $7K sold.

Tortoise Investment Management first reported a position in RY in Q2 2014 and held it in 1 quarter. The position peaked at $7K in Q2 2014. 384 funds tracked by Wall St. Rank hold RY as of Q3 2014.

  • Tortoise Investment Management reported no remaining Royal Bank of Canada position as of Q3 2014 after selling out during the quarter.
  • Tortoise Investment Management sold 100 Royal Bank of Canada shares in Q3 2014, an estimated $7K.
  • Tortoise Investment Management first reported a position in Royal Bank of Canada in Q2 2014 and held it in 1 quarter.
  • Tortoise Investment Management's Royal Bank of Canada position peaked at $7K in Q2 2014.
  • 384 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2014.

Based on Tortoise Investment Management's 13F filing for Q3 2014, filed 21 Oct 2014.