Wealthcare Capital Management’s Royal Bank of Canada RY Stock Holding History

Wealthcare Capital 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
2020 Q1	–	Sell	-99	Closed	-$8K	–	566
2019 Q4	$8K	Buy	+99	New	+$7.97K	﹤0.01%	207
2015 Q2	–	Sell	-80	Closed	-$5K	–	776
2015 Q1	$5K	Buy	+80	New	+$4.92K	﹤0.01%	640

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Wealthcare Capital Management's RY Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Royal Bank of Canada (RY) in Q1 2020, closing a stake of 99 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in RY in Q1 2015 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 510 funds tracked by Wall St. Rank hold RY as of Q1 2020.

Wealthcare Capital Management reported no remaining Royal Bank of Canada position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 99 Royal Bank of Canada shares in Q1 2020, an estimated $8K.
Wealthcare Capital Management first reported a position in Royal Bank of Canada in Q1 2015 and held it in 2 quarters.
Wealthcare Capital Management's Royal Bank of Canada position peaked at $8K in Q4 2019.
510 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.