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Winfield Associates’s Royal Bank of Canada RY Stock Holding History

Winfield Associates’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
Q1 		– Sell
-445
Closed -$37K – 535
2017
Q4 		$37K Hold
445
– – 0.02% 224
2017
Q3 		$34K Hold
445
– – 0.02% 227
2017
Q2 		$32K Hold
445
– – 0.02% 225
2017
Q1 		$32K Hold
445
– – 0.02% 221
2016
Q4 		$30K Buy
445
+50
+13% +$3.24K 0.02% 221
2016
Q3 		$24K Hold
395
– – 0.02% 234
2016
Q2 		$23K Buy
395
+5
+1% +$300 0.02% 240
2016
Q1 		$22K Buy
+390
New +$20.2K 0.01% 235

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 $2.3T AUM 54.33% 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
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 $52.8B AUM 58.98% 1-Year Est. Return

Winfield Associates's RY Position: Q1 2018 in Review

Winfield Associates sold out of Royal Bank of Canada (RY) in Q1 2018, closing a stake of 445 shares — an estimated $37K sold.

Winfield Associates first reported a position in RY in Q1 2016 and held it in 8 quarters. The position peaked at $37K in Q4 2017. 520 funds tracked by Wall St. Rank hold RY as of Q1 2018.

  • Winfield Associates reported no remaining Royal Bank of Canada position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 445 Royal Bank of Canada shares in Q1 2018, an estimated $37K.
  • Winfield Associates first reported a position in Royal Bank of Canada in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Royal Bank of Canada position peaked at $37K in Q4 2017.
  • 520 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.