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Willingdon Wealth Management’s Royal Bank of Canada RY Stock Holding History

Willingdon Wealth Management’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
2019
Q4 		– Sell
-116
Closed -$9K – 512
2019
Q3 		$9K Buy
+116
New +$9.05K ﹤0.01% 246

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Willingdon Wealth Management's RY Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Royal Bank of Canada (RY) in Q4 2019, closing a stake of 116 shares — an estimated $9K sold.

Willingdon Wealth Management first reported a position in RY in Q3 2019 and held it in 1 quarter. The position peaked at $9K in Q3 2019. 566 funds tracked by Wall St. Rank hold RY as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Royal Bank of Canada position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 116 Royal Bank of Canada shares in Q4 2019, an estimated $9K.
  • Willingdon Wealth Management first reported a position in Royal Bank of Canada in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Royal Bank of Canada position peaked at $9K in Q3 2019.
  • 566 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.