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Westover Capital Advisors’s Royal Caribbean RCL Stock Holding History

Westover Capital Advisors’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
Q2 		– Sell
-12,302
Closed -$1.45M – 112
2018
Q1 		$1.45M Buy
12,302
+3,203
+35% +$405K 0.79% 46
2017
Q4 		$1.08M Buy
9,099
+3,274
+56% +$405K 0.6% 56
2017
Q3 		$690K Buy
5,825
+2,275
+64% +$266K 0.41% 69
2017
Q2 		$388K Buy
+3,550
New +$377K 0.26% 76

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Westover Capital Advisors's RCL Position: Q2 2018 in Review

Westover Capital Advisors sold out of Royal Caribbean (RCL) in Q2 2018, closing a stake of 12,302 shares — an estimated $1.45M sold.

Westover Capital Advisors first reported a position in RCL in Q2 2017 and held it in 4 quarters. The position peaked at $1.45M in Q1 2018. 619 funds tracked by Wall St. Rank hold RCL as of Q2 2018.

  • Westover Capital Advisors reported no remaining Royal Caribbean position as of Q2 2018 after selling out during the quarter.
  • Westover Capital Advisors sold 12,302 Royal Caribbean shares in Q2 2018, an estimated $1.45M.
  • Westover Capital Advisors first reported a position in Royal Caribbean in Q2 2017 and held it in 4 quarters.
  • Westover Capital Advisors's Royal Caribbean position peaked at $1.45M in Q1 2018.
  • 619 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2018.

Based on Westover Capital Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.