Wealthspire Advisors (Maryland)’s Royal Bank of Canada RY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-27	Closed	-$2K	–	1694
2019 Q1	$2K	Sell	27 -223	-89%	-$16.9K	﹤0.01%	2191
2018 Q4	$17K	Sell	250 -71	-22%	-$5.18K	﹤0.01%	1275
2018 Q3	$26K	Buy	321 +18	+6%	+$1.41K	﹤0.01%	1208
2018 Q2	$23K	Buy	303 +18	+6%	+$1.38K	﹤0.01%	1263
2018 Q1	$22K	Sell	285 -100	-26%	-$8.12K	﹤0.01%	1267
2017 Q4	$31K	Sell	385 -32	-8%	-$2.54K	﹤0.01%	1180
2017 Q3	$32K	Sell	417 -23	-5%	-$1.72K	﹤0.01%	1132
2017 Q2	$32K	Sell	440 -150	-25%	-$10.5K	﹤0.01%	1105
2017 Q1	$43K	Buy	590 +40	+7%	+$2.9K	0.01%	841
2016 Q4	$37K	Hold	550	–	–	0.01%	853
2016 Q3	$34K	Hold	550	–	–	0.01%	890
2016 Q2	$32K	Sell	550 -200	-27%	-$12K	0.01%	847
2016 Q1	$43K	Buy	750 +100	+15%	+$5.18K	0.01%	742
2015 Q4	$35K	Buy	+650	New	+$36.5K	0.01%	809

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealthspire Advisors (Maryland)'s RY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Royal Bank of Canada (RY) in Q2 2019, closing a stake of 27 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in RY in Q4 2015 and held it in 14 quarters. The position peaked at $43K in Q1 2017. 533 funds tracked by Wall St. Rank hold RY as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Royal Bank of Canada position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 27 Royal Bank of Canada shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Royal Bank of Canada in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Royal Bank of Canada position peaked at $43K in Q1 2017.
533 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.