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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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 $13.6B AUM 17.82% 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) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

WFG Advisors's RY Position: Q2 2017 in Review

WFG Advisors opened a new position in Royal Bank of Canada (RY) in Q2 2017: 100 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1225 among its holdings. This is a return to the name: WFG Advisors previously reported a position in RY as recently as Q4 2016.

WFG Advisors first reported a position in RY in Q2 2013 and has held it in 16 quarters since. The position peaked at $156K in Q3 2014. 449 funds tracked by Wall St. Rank hold RY as of Q2 2017.

WFG Advisors held 100 shares of Royal Bank of Canada worth $7K as of Q2 2017.
Royal Bank of Canada was a new WFG Advisors position in Q2 2017.
Royal Bank of Canada made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1225 holding.
WFG Advisors first reported a position in Royal Bank of Canada in Q2 2013 and has held it in 16 quarters since.
WFG Advisors's Royal Bank of Canada position peaked at $156K in Q3 2014.
449 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.