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 $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Mackenzie Financial

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

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

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 $43.4B AUM 51.29% 1-Year Est. Return