WI
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WBI Investments’s Royal Bank of Canada RY Stock Holding History

WBI Investments’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
2013
Q4 		– Sell
-232,666
Closed -$14.9M – 130
2013
Q3 		$14.9M Buy
232,666
+13,055
+6% +$811K 0.71% 43
2013
Q2 		$12.8M Buy
+219,611
New +$13.1M 0.92% 37

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

WBI Investments's RY Position: Q4 2013 in Review

WBI Investments sold out of Royal Bank of Canada (RY) in Q4 2013, closing a stake of 232,666 shares — an estimated $14.9M sold.

WBI Investments first reported a position in RY in Q2 2013 and held it in 2 quarters. The position peaked at $14.9M in Q3 2013. 356 funds tracked by Wall St. Rank hold RY as of Q4 2013.

  • WBI Investments reported no remaining Royal Bank of Canada position as of Q4 2013 after selling out during the quarter.
  • WBI Investments sold 232,666 Royal Bank of Canada shares in Q4 2013, an estimated $14.9M.
  • WBI Investments first reported a position in Royal Bank of Canada in Q2 2013 and held it in 2 quarters.
  • WBI Investments's Royal Bank of Canada position peaked at $14.9M in Q3 2013.
  • 356 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2013.

Based on WBI Investments's 13F filing for Q4 2013, filed 12 Feb 2014.