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WFG Advisors’s Royal Bank of Canada RY Stock Holding History

WFG Advisors’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
Q2 		$7K Buy
+100
New +$7.01K ﹤0.01% 1225
2017
Q1 		– Sell
-100
Closed -$7K – 1638
2016
Q4 		$7K Sell
100
-721
-88% -$46.7K ﹤0.01% 1205
2016
Q3 		$51K Buy
821
+1
+0.1% +$61 0.01% 701
2016
Q2 		$48K Buy
820
+101
+14% +$6.07K 0.01% 695
2016
Q1 		$41K Sell
719
-102
-12% -$5.29K 0.01% 717
2015
Q4 		$44K Buy
821
+1
+0.1% +$56 0.01% 700
2015
Q3 		$45K Buy
820
+2
+0.2% +$114 0.01% 678
2015
Q2 		$50K Buy
818
+51
+7% +$3.28K 0.01% 727
2015
Q1 		$46K Sell
767
-1,232
-62% -$75.8K 0.01% 752
2014
Q4 		$138K Sell
1,999
-185
-8% -$13.1K 0.03% 549
2014
Q3 		$156K Buy
2,184
+7
+0.3% +$515 0.03% 511
2014
Q2 		$156K Buy
2,177
+6
+0.3% +$407 0.03% 513
2014
Q1 		$143K Buy
2,171
+57
+3% +$3.69K 0.03% 518
2013
Q4 		$142K Buy
2,114
+6
+0.3% +$398 0.02% 619
2013
Q3 		$135K Buy
2,108
+306
+17% +$19K 0.02% 602
2013
Q2 		$105K Buy
+1,802
New +$108K 0.02% 652

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return