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Wright Investors Service’s Royal Caribbean RCL Stock Holding History

Wright Investors Service’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,960
Closed -$255K – 157
2018
Q3 		$255K Sell
1,960
-9
-0.5% -$1.05K 0.09% 136
2018
Q2 		$204K Buy
+1,969
New +$216K 0.08% 140

Other funds holding RCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Wright Investors Service's RCL Position: Q4 2018 in Review

Wright Investors Service sold out of Royal Caribbean (RCL) in Q4 2018, closing a stake of 1,960 shares — an estimated $255K sold.

Wright Investors Service first reported a position in RCL in Q2 2018 and held it in 2 quarters. The position peaked at $255K in Q3 2018. 634 funds tracked by Wall St. Rank hold RCL as of Q4 2018.

  • Wright Investors Service reported no remaining Royal Caribbean position as of Q4 2018 after selling out during the quarter.
  • Wright Investors Service sold 1,960 Royal Caribbean shares in Q4 2018, an estimated $255K.
  • Wright Investors Service first reported a position in Royal Caribbean in Q2 2018 and held it in 2 quarters.
  • Wright Investors Service's Royal Caribbean position peaked at $255K in Q3 2018.
  • 634 funds tracked by Wall St. Rank held Royal Caribbean as of Q4 2018.

Based on Wright Investors Service's 13F filing for Q4 2018, filed 1 Feb 2019.