Transform Wealth’s Royal Bank of Canada RY Stock Holding History

Transform Wealth’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
2017 Q2	–	Sell	-14,294	Closed	-$1.04M	–	143
2017 Q1	$1.04M	Buy	+14,294	New	+$1.04M	0.39%	91

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Transform Wealth's RY Position: Q2 2017 in Review

Transform Wealth sold out of Royal Bank of Canada (RY) in Q2 2017, closing a stake of 14,294 shares — an estimated $1.04M sold.

Transform Wealth first reported a position in RY in Q1 2017 and held it in 1 quarter. The position peaked at $1.04M in Q1 2017. 449 funds tracked by Wall St. Rank hold RY as of Q2 2017.

Transform Wealth reported no remaining Royal Bank of Canada position as of Q2 2017 after selling out during the quarter.
Transform Wealth sold 14,294 Royal Bank of Canada shares in Q2 2017, an estimated $1.04M.
Transform Wealth first reported a position in Royal Bank of Canada in Q1 2017 and held it in 1 quarter.
Transform Wealth's Royal Bank of Canada position peaked at $1.04M in Q1 2017.
449 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2017.

Based on Transform Wealth's 13F filing for Q2 2017, filed 2 Aug 2017.