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WFG Advisors’s Royal Caribbean RCL Stock Holding History

WFG 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
2016
Q2 		– Sell
-51
Closed -$4K – 1663
2016
Q1 		$4K Hold
51
– – ﹤0.01% 1243
2015
Q4 		$5K Hold
51
– – ﹤0.01% 1235
2015
Q3 		$5K Hold
51
– – ﹤0.01% 1268
2015
Q2 		$4K Hold
51
– – ﹤0.01% 1392
2015
Q1 		$4K Hold
51
– – ﹤0.01% 1425
2014
Q4 		$4K Hold
51
– – ﹤0.01% 1713
2014
Q3 		$3K Hold
51
– – ﹤0.01% 1810
2014
Q2 		$3K Hold
51
– – ﹤0.01% 1773
2014
Q1 		$3K Hold
51
– – ﹤0.01% 1753
2013
Q4 		$2K Hold
51
– – ﹤0.01% 1982
2013
Q3 		$2K Sell
51
-51
-50% -$1.91K ﹤0.01% 1952
2013
Q2 		$3K Buy
+102
New +$3.54K ﹤0.01% 1784

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WFG Advisors's RCL Position: Q2 2016 in Review

WFG Advisors sold out of Royal Caribbean (RCL) in Q2 2016, closing a stake of 51 shares — an estimated $4K sold.

WFG Advisors first reported a position in RCL in Q2 2013 and held it in 12 quarters. The position peaked at $5K in Q4 2015. 465 funds tracked by Wall St. Rank hold RCL as of Q2 2016.

  • WFG Advisors reported no remaining Royal Caribbean position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 51 Royal Caribbean shares in Q2 2016, an estimated $4K.
  • WFG Advisors first reported a position in Royal Caribbean in Q2 2013 and held it in 12 quarters.
  • WFG Advisors's Royal Caribbean position peaked at $5K in Q4 2015.
  • 465 funds tracked by Wall St. Rank held Royal Caribbean as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.