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Wealthfront’s Royal Caribbean RCL Stock Holding History

Wealthfront’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$504K Buy
3,877
+335
+9% +$39.3K ﹤0.01% 377
2018
Q2 		$367K Sell
3,542
-1,636
-32% -$180K ﹤0.01% 411
2018
Q1 		$610K Sell
5,178
-1,542
-23% -$195K 0.01% 353
2017
Q4 		$802K Buy
6,720
+698
+12% +$86.4K 0.01% 263
2017
Q3 		$714K Buy
6,022
+1,922
+47% +$225K 0.01% 259
2017
Q2 		$448K Buy
4,100
+481
+13% +$51.1K 0.01% 296
2017
Q1 		$355K Buy
3,619
+766
+27% +$71.6K 0.01% 300
2016
Q4 		$234K Buy
+2,853
New +$225K 0.01% 346
2016
Q2 		– Sell
-2,441
Closed -$201K – 363
2016
Q1 		$201K Buy
2,441
+361
+17% +$28.2K 0.01% 323
2015
Q4 		$211K Buy
2,080
+325
+19% +$31K 0.01% 282
2015
Q3 		$156K Buy
1,755
+1,278
+268% +$112K 0.01% 325
2015
Q2 		$38K Buy
477
+326
+216% +$24.8K ﹤0.01% 530
2015
Q1 		$12K Buy
151
+65
+76% +$5.14K ﹤0.01% 605
2014
Q4 		$7K Buy
+86
New +$6.04K ﹤0.01% 578

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront's RCL Position: Q3 2018 in Review

Wealthfront increased its Royal Caribbean (RCL) stake by 9.5% in Q3 2018, buying an estimated $39.3K and bringing the position to 3,877 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Wealthfront first reported a position in RCL in Q4 2014 and has held it in 14 quarters since. The position peaked at $802K in Q4 2017. 646 funds tracked by Wall St. Rank hold RCL as of Q3 2018.

  • Wealthfront held 3,877 shares of Royal Caribbean worth $504K as of Q3 2018.
  • Wealthfront bought 335 Royal Caribbean shares in Q3 2018, an estimated $39.3K.
  • Royal Caribbean made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #377 holding.
  • Wealthfront first reported a position in Royal Caribbean in Q4 2014 and has held it in 14 quarters since.
  • Wealthfront's Royal Caribbean position peaked at $802K in Q4 2017.
  • 646 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.