Whitnell & Co’s Royal Bank of Canada RY Stock Holding History

Whitnell & Co’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
2018 Q3	–	Sell	-60	Closed	-$5K	–	323
2018 Q2	$5K	Hold	60	–	–	﹤0.01%	264
2018 Q1	$5K	Hold	60	–	–	﹤0.01%	293
2017 Q4	$5K	Buy	+60	New	+$4.76K	﹤0.01%	255
2017 Q1	–	Sell	-156	Closed	-$11K	–	336
2016 Q4	$11K	Hold	156	–	–	0.01%	246
2016 Q3	$10K	Hold	156	–	–	﹤0.01%	248
2016 Q2	$9K	Hold	156	–	–	﹤0.01%	252
2016 Q1	$9K	Buy	156 +27	+21%	+$1.4K	﹤0.01%	246
2015 Q4	$7K	Hold	129	–	–	﹤0.01%	279
2015 Q3	$7K	Buy	+129	New	+$7.34K	﹤0.01%	277

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Whitnell & Co's RY Position: Q3 2018 in Review

Whitnell & Co sold out of Royal Bank of Canada (RY) in Q3 2018, closing a stake of 60 shares — an estimated $5K sold.

Whitnell & Co first reported a position in RY in Q3 2015 and held it in 9 quarters. The position peaked at $11K in Q4 2016. 527 funds tracked by Wall St. Rank hold RY as of Q3 2018.

Whitnell & Co reported no remaining Royal Bank of Canada position as of Q3 2018 after selling out during the quarter.
Whitnell & Co sold 60 Royal Bank of Canada shares in Q3 2018, an estimated $5K.
Whitnell & Co first reported a position in Royal Bank of Canada in Q3 2015 and held it in 9 quarters.
Whitnell & Co's Royal Bank of Canada position peaked at $11K in Q4 2016.
527 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.