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Welch Capital Partners’s Royal Caribbean RCL Stock Holding History

Welch Capital Partners’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 		– Sell
-45,285
Closed -$4.69M – 37
2018
Q2 		$4.69M Hold
45,285
– – 1.61% 19
2018
Q1 		$5.33M Sell
45,285
-17,205
-28% -$2.17M 1.83% 19
2017
Q4 		$7.45M Sell
62,490
-80
-0.1% -$9.9K 2.66% 12
2017
Q3 		$7.42M Sell
62,570
-3,000
-5% -$351K 2.5% 15
2017
Q2 		$7.16M Hold
65,570
– – 2.37% 17
2017
Q1 		$6.43M Sell
65,570
-2,590
-4% -$242K 2.12% 23
2016
Q4 		$5.59M Buy
+68,160
New +$5.36M 1.89% 23

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

Welch Capital Partners's RCL Position: Q3 2018 in Review

Welch Capital Partners sold out of Royal Caribbean (RCL) in Q3 2018, closing a stake of 45,285 shares — an estimated $4.69M sold.

Welch Capital Partners first reported a position in RCL in Q4 2016 and held it in 7 quarters. The position peaked at $7.45M in Q4 2017. 645 funds tracked by Wall St. Rank hold RCL as of Q3 2018.

  • Welch Capital Partners reported no remaining Royal Caribbean position as of Q3 2018 after selling out during the quarter.
  • Welch Capital Partners sold 45,285 Royal Caribbean shares in Q3 2018, an estimated $4.69M.
  • Welch Capital Partners first reported a position in Royal Caribbean in Q4 2016 and held it in 7 quarters.
  • Welch Capital Partners's Royal Caribbean position peaked at $7.45M in Q4 2017.
  • 645 funds tracked by Wall St. Rank held Royal Caribbean as of Q3 2018.

Based on Welch Capital Partners's 13F filing for Q3 2018, filed 23 Oct 2018.