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WESPAC Advisors SoCal’s Royal Bank of Canada RY Stock Holding History

WESPAC Advisors SoCal’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
2016
Q3 		– Sell
-175
Closed -$10.3K – 295
2016
Q2 		$10.3K Hold
175
– – 0.01% 203
2016
Q1 		$10.1K Sell
175
-125
-42% -$6.48K 0.01% 207
2015
Q4 		$16K Buy
+300
New +$16.8K 0.01% 170

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

WESPAC Advisors SoCal's RY Position: Q3 2016 in Review

WESPAC Advisors SoCal sold out of Royal Bank of Canada (RY) in Q3 2016, closing a stake of 175 shares — an estimated $10.3K sold.

WESPAC Advisors SoCal first reported a position in RY in Q4 2015 and held it in 3 quarters. The position peaked at $16K in Q4 2015. 415 funds tracked by Wall St. Rank hold RY as of Q3 2016.

  • WESPAC Advisors SoCal reported no remaining Royal Bank of Canada position as of Q3 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 175 Royal Bank of Canada shares in Q3 2016, an estimated $10.3K.
  • WESPAC Advisors SoCal first reported a position in Royal Bank of Canada in Q4 2015 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Royal Bank of Canada position peaked at $16K in Q4 2015.
  • 415 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2016, filed 14 Nov 2016.