WI
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Welch Investments’s Royal Bank of Canada RY Stock Holding History

Welch Investments’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
Q4 		$268K Sell
3,278
-762
-19% -$60.4K 0.17% 38
2017
Q3 		$312K Hold
4,040
– – 0.22% 34
2017
Q2 		$293K Hold
4,040
– – 0.22% 34
2017
Q1 		$295K Hold
4,040
– – 0.23% 34
2016
Q4 		$274K Buy
+4,040
New +$262K 0.24% 36

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Welch Investments's RY Position: Q4 2017 in Review

Welch Investments reduced its Royal Bank of Canada (RY) stake by 19% in Q4 2017, selling an estimated $60.4K and leaving 3,278 shares worth $268K. The position accounts for 0.17% of the portfolio, ranked #38.

Welch Investments first reported a position in RY in Q4 2016 and has held it in 5 quarters since. The position peaked at $312K in Q3 2017. 521 funds tracked by Wall St. Rank hold RY as of Q4 2017.

  • Welch Investments held 3,278 shares of Royal Bank of Canada worth $268K as of Q4 2017.
  • Welch Investments sold 762 Royal Bank of Canada shares in Q4 2017, an estimated $60.4K.
  • Royal Bank of Canada made up 0.17% of Welch Investments's portfolio in Q4 2017, its #38 holding.
  • Welch Investments first reported a position in Royal Bank of Canada in Q4 2016 and has held it in 5 quarters since.
  • Welch Investments's Royal Bank of Canada position peaked at $312K in Q3 2017.
  • 521 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.