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US Financial Advisors’s Royal Bank of Canada RY Stock Holding History

US Financial 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
2016
Q2 		– Sell
-34
Closed -$2K – 327
2016
Q1 		$2K Hold
34
– – ﹤0.01% 338
2015
Q4 		$2K Buy
+34
New +$1.91K ﹤0.01% 476

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

US Financial Advisors's RY Position: Q2 2016 in Review

US Financial Advisors sold out of Royal Bank of Canada (RY) in Q2 2016, closing a stake of 34 shares — an estimated $2K sold.

US Financial Advisors first reported a position in RY in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2016. 415 funds tracked by Wall St. Rank hold RY as of Q2 2016.

  • US Financial Advisors reported no remaining Royal Bank of Canada position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 34 Royal Bank of Canada shares in Q2 2016, an estimated $2K.
  • US Financial Advisors first reported a position in Royal Bank of Canada in Q4 2015 and held it in 2 quarters.
  • US Financial Advisors's Royal Bank of Canada position peaked at $2K in Q1 2016.
  • 415 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.