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WealthSource Partners’s Royal Bank of Canada RY Stock Holding History

WealthSource Partners’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
-3,253
Closed -$237K – 314
2017
Q1 		$237K Hold
3,253
– – 0.09% 227
2016
Q4 		$220K Sell
3,253
-15
-0.5% -$972 0.09% 209
2016
Q3 		$202K Buy
+3,268
New +$201K 0.07% 241

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC World Market
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)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

WealthSource Partners's RY Position: Q2 2017 in Review

WealthSource Partners sold out of Royal Bank of Canada (RY) in Q2 2017, closing a stake of 3,253 shares — an estimated $237K sold.

WealthSource Partners first reported a position in RY in Q3 2016 and held it in 3 quarters. The position peaked at $237K in Q1 2017. 449 funds tracked by Wall St. Rank hold RY as of Q2 2017.

  • WealthSource Partners reported no remaining Royal Bank of Canada position as of Q2 2017 after selling out during the quarter.
  • WealthSource Partners sold 3,253 Royal Bank of Canada shares in Q2 2017, an estimated $237K.
  • WealthSource Partners first reported a position in Royal Bank of Canada in Q3 2016 and held it in 3 quarters.
  • WealthSource Partners's Royal Bank of Canada position peaked at $237K in Q1 2017.
  • 449 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2017.

Based on WealthSource Partners's 13F filing for Q2 2017, filed 16 Aug 2017.