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Windsor Capital Management’s Royal Bank of Canada RY Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-207
Closed -$11K – 373
2015
Q3 		$11K Buy
+207
New +$11.8K 0.01% 326
2014
Q1 		– Sell
-100
Closed -$7K – 256
2013
Q4 		$7K Buy
+100
New +$6.63K ﹤0.01% 362

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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 Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Windsor Capital Management's RY Position: Q4 2015 in Review

Windsor Capital Management sold out of Royal Bank of Canada (RY) in Q4 2015, closing a stake of 207 shares — an estimated $11K sold.

Windsor Capital Management first reported a position in RY in Q4 2013 and held it in 2 quarters. The position peaked at $11K in Q3 2015. 422 funds tracked by Wall St. Rank hold RY as of Q4 2015.

  • Windsor Capital Management reported no remaining Royal Bank of Canada position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 207 Royal Bank of Canada shares in Q4 2015, an estimated $11K.
  • Windsor Capital Management first reported a position in Royal Bank of Canada in Q4 2013 and held it in 2 quarters.
  • Windsor Capital Management's Royal Bank of Canada position peaked at $11K in Q3 2015.
  • 422 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.