RBC Private Counsel (USA) Inc.

data from 30/09/2009

Capitalization

$ 156.268 K -14.69 %

Average holding period

9 ans

Performance

$ -28.962 M 47 948.64 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in RBC Private Counsel (USA) Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2009/09/30 RY ROYAL BK CDA MONTREAL QUE 5.26% 8.226 K $ 153561 2005/09/30 3.784 M $ 31 138.82 %
2009/09/30 TRP TRANSCANADA CORP 4.08% 6.378 K $ 205616 2005/09/30 794.775 K $ 15 272.39 %
2009/09/30 ENCANA CORP 3.43% 5.359 K $ 93014 2005/09/30 2.112 K $ 16.46 %
2009/09/30 CNI CANADIAN NATL RY CO 2.42% 3.781 K $ 77169 2005/09/30 522.659 K $ 14 061.32 %
2009/09/30 BCE BCE INC 2.40% 3.757 K $ 152288 2006/06/30 633.471 K $ 19 407.83 %
2009/09/30 TD TORONTO DOMINION BK ONT 2.28% 3.566 K $ 55323 2005/09/30 3.181 M $ 24 637.31 %
2009/09/30 BNS BANK NOVA SCOTIA HALIFAX 2.09% 3.271 K $ 71774 2005/09/30 950.708 K $ 21 548.25 %
2009/09/30 GLD SPDR GOLD TRUST 1.86% 2.905 K $ 29388 2008/06/30 255.863 K $ 8 411.03 %
2009/09/30 SLF SUN LIFE FINL INC 1.81% 2.833 K $ 90696 2005/09/30 337.318 K $ 16 047.51 %
2009/09/30 ENB ENBRIDGE INC 1.78% 2.784 K $ 71746 2005/09/30 431.990 K $ 11 748.45 %
2009/09/30 BMO BANK MONTREAL QUE 1.75% 2.740 K $ 54110 2005/09/30 677.850 K $ 20 144.13 %
2009/09/30 SU SUNCOR ENERGY INC NEW 1.72% 2.693 K $ 77934 2009/09/30 0.000 $ 0.00 %
2009/09/30 IMO IMPERIAL OIL LTD 1.65% 2.580 K $ 67830 2005/09/30 -52.644 K $ -1 117.95 %
2009/09/30 POTASH CORP SASK INC 1.63% 2.553 K $ 28256 2005/09/30 -70.000 $ -2.90 %
2009/09/30 BAM BROOKFIELD ASSET MGMT INC 1.56% 2.430 K $ 107007 2005/12/31 0.000 $ 0.00 %
2009/09/30 OTEX OPEN TEXT CORP 1.54% 2.403 K $ 64384 2005/09/30 56.729 K $ 2 416.06 %
2009/09/30 JNJ JOHNSON & JOHNSON 1.40% 2.182 K $ 35827 2005/09/30 190.863 K $ 7 199.70 %
2009/09/30 EFA ISHARES TR INDEX 1.37% 2.147 K $ 39266 2005/09/30 400.711 K $ 19 358.03 %
2009/09/30 GOLDCORP INC NEW 1.32% 2.069 K $ 51263 2005/09/30 299.000 $ 16.16 %
2009/09/30 THOMSON REUTERS CORP 1.27% 1.981 K $ 59023 2005/09/30 271.000 $ 14.50 %
2009/09/30 RCI ROGERS COMMUNICATIONS INC 1.26% 1.969 K $ 69833 2005/09/30 242.037 K $ 9 514.07 %
2009/09/30 CP CANADIAN PAC RY LTD 1.25% 1.950 K $ 41712 2005/09/30 919.610 K $ 17 463.16 %
2009/09/30 RESEARCH IN MOTION LTD 1.17% 1.834 K $ 27112 2006/12/31 -92.000 $ -4.83 %
2009/09/30 XOM EXXON MOBIL CORP 1.16% 1.814 K $ 26440 2005/09/30 -29.138 K $ -1 859.49 %
2009/09/30 CCJ CAMECO CORP 1.16% 1.812 K $ 65190 2005/09/30 131.293 K $ 8 592.53 %
2009/09/30 PG PROCTER & GAMBLE CO 1.13% 1.767 K $ 30512 2005/09/30 182.298 K $ 13 345.43 %
2009/09/30 CNQ CANADIAN NAT RES LTD 1.06% 1.657 K $ 24666 2005/09/30 402.274 K $ 28 170.51 %
2009/09/30 IEV ISHARES TR INDEX 0.97% 1.510 K $ 39179 2005/09/30 296.352 K $ 22 813.89 %
2009/09/30 WMT WAL MART STORES INC 0.91% 1.419 K $ 28898 2005/09/30 0.000 $ 0.00 %
2009/09/30 CM CDN IMPERIAL BK OF COMMERCE 0.90% 1.411 K $ 23133 2005/09/30 489.969 K $ 21 805.50 %
2009/09/30 TALISMAN ENERGY INC 0.89% 1.388 K $ 80057 2005/09/30 282.000 $ 21.36 %
2009/09/30 TIM HORTONS INC 0.85% 1.335 K $ 47182 2006/06/30 167.000 $ 15.29 %
2009/09/30 MFC MANULIFE FINL CORP 0.83% 1.301 K $ 62126 2005/09/30 257.051 K $ 20 696.55 %
2009/09/30 TECK TECK RESOURCES LTD 0.80% 1.243 K $ 45089 2006/09/30 782.536 K $ 72 929.75 %
2009/09/30 SO SOUTHERN CO 0.80% 1.243 K $ 39234 2005/09/30 19.901 K $ 1 636.61 %
2009/09/30 KO COCA COLA CO 0.77% 1.198 K $ 22305 2005/09/30 152.600 K $ 11 875.52 %
2009/09/30 KGC KINROSS GOLD CORP 0.75% 1.169 K $ 53865 2005/09/30 274.233 K $ 19 560.20 %
2009/09/30 GOLD BARRICK GOLD CORP 0.75% 1.168 K $ 30824 2005/09/30 73.745 K $ 12 960.55 %
2009/09/30 IWB ISHARES TR INDEX 0.73% 1.134 K $ 19515 2009/06/30 59.520 K $ 14 696.30 %
2009/09/30 GE GENERAL ELECTRIC CO 0.72% 1.118 K $ 68100 2005/09/30 241.561 K $ 24 954.75 %
2009/09/30 ISHARES INC 0.71% 1.105 K $ 111197 2005/09/30 58.000 $ 5.35 %
2009/09/30 IWM ISHARES TR INDEX 0.67% 1.051 K $ 17445 2005/09/30 119.950 K $ 17 929.78 %
2009/09/30 MCD MCDONALDS CORP 0.66% 1.039 K $ 18214 2005/09/30 -8.463 K $ -730.83 %
2009/09/30 ABT ABBOTT LABS 0.66% 1.026 K $ 20734 2005/09/30 48.965 K $ 5 181.52 %
2009/09/30 FXI ISHARES TR INDEX 0.65% 1.017 K $ 24847 2005/09/30 63.765 K $ 6 649.14 %
2009/09/30 EEM ISHARES TR INDEX 0.61% 946.000 $ 24300 2005/09/30 166.846 K $ 20 726.26 %
2009/09/30 SJR SHAW COMMUNICATIONS INC 0.60% 944.000 $ 52432 2005/09/30 62.075 K $ 6 821.52 %
2009/09/30 EPP ISHARES INC 0.60% 939.000 $ 23167 2005/09/30 202.468 K $ 27 965.29 %
2009/09/30 INTC INTEL CORP 0.57% 895.000 $ 45726 2005/09/30 105.379 K $ 18 263.41 %
2009/09/30 ILF ISHARES TR INDEX 0.56% 879.000 $ 20493 2007/09/30 150.965 K $ 23 514.84 %
2009/09/30 ORCL ORACLE CORP 0.55% 855.000 $ 41024 2005/09/30 -22.707 K $ -2 706.51 %
2009/09/30 FPL GROUP INC 0.53% 832.000 $ 15059 2006/06/30 -17.000 $ -2.83 %
2009/09/30 PEP PEPSICO INC 0.52% 819.000 $ 13964 2005/09/30 61.020 K $ 6 735.14 %
2009/09/30 UL UNILEVER PLC 0.52% 807.000 $ 28150 2005/09/30 146.500 K $ 22 030.19 %
2009/09/30 POWERSHARES INDIA ETF TR 0.51% 792.000 $ 37400 2008/06/30 103.000 $ 16.89 %
2009/09/30 JPM JPMORGAN CHASE & CO 0.49% 760.000 $ 17343 2005/09/30 235.574 K $ 28 451.00 %
2009/09/30 AWR AMERICAN STS WTR CO 0.49% 760.000 $ 21000 2005/09/30 32.185 K $ 4 445.58 %
2009/09/30 AAPL APPLE INC 0.48% 748.000 $ 4036 2005/09/30 233.863 K $ 30 059.58 %
2009/09/30 MSFT MICROSOFT CORP 0.46% 726.000 $ 28212 2005/09/30 62.647 K $ 8 199.95 %
2009/09/30 GILD GILEAD SCIENCES INC 0.46% 724.000 $ 15570 2008/09/30 -3.867 K $ -725.67 %
2009/09/30 CSCO CISCO SYS INC 0.44% 685.000 $ 29096 2005/09/30 156.846 K $ 26 228.55 %
2009/09/30 DEO DIAGEO P L C 0.43% 667.000 $ 10846 2005/09/30 43.867 K $ 7 409.97 %
2009/09/30 DIS DISNEY WALT CO 0.43% 665.000 $ 24201 2005/09/30 111.844 K $ 17 696.92 %
2009/09/30 DD DU PONT E I DE NEMOURS & CO 0.42% 653.000 $ 20312 2005/09/30 221.232 K $ 38 744.67 %
2009/09/30 SPY SPDR TR 0.41% 648.000 $ 6137 2005/09/30 154.391 K $ 14 831.04 %
2009/09/30 STT STATE STR CORP 0.41% 633.000 $ 12041 2009/06/30 31.778 K $ 11 431.30 %
2009/09/30 BERKSHIRE HATHAWAY INC DEL 0.40% 628.000 $ 189 2005/09/30 76.000 $ 14.50 %
2009/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.39% 613.000 $ 14032 2006/12/31 43.821 K $ 7 113.94 %
2009/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.39% 610.000 $ 5096 2005/09/30 125.411 K $ 14 532.02 %
2009/09/30 DUKE ENERGY CORP NEW 0.38% 600.000 $ 38100 2009/09/30 0.000 $ 0.00 %
2009/09/30 CVX CHEVRON CORP NEW 0.38% 589.000 $ 8360 2005/09/30 36.930 K $ 6 312.87 %
2009/09/30 LQD ISHARES TR INDEX 0.37% 577.000 $ 5407 2009/03/31 107.692 K $ 6 383.69 %
2009/09/30 APA APACHE CORP 0.36% 565.000 $ 6155 2005/09/30 108.830 K $ 27 275.79 %
2009/09/30 HON HONEYWELL INTL INC 0.34% 527.000 $ 14182 2008/06/30 61.965 K $ 18 013.31 %
2009/09/30 MEDCO HEALTH SOLUTIONS INC 0.33% 511.000 $ 9238 2005/09/30 89.000 $ 21.31 %
2009/09/30 EWC ISHARES INC 0.32% 505.000 $ 19829 2005/09/30 256.831 K $ 18 954.36 %
2009/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.31% 479.000 $ 24000 2008/09/30 11.620 K $ 4 335.82 %
2009/09/30 T AT&T INC 0.30% 469.000 $ 17358 2005/12/31 35.198 K $ 8 755.78 %
2009/09/30 RTN RAYTHEON CO 0.29% 460.000 $ 9593 2008/12/31 30.334 K $ 7 961.75 %
2009/09/30 UNITED TECHNOLOGIES CORP 0.29% 456.000 $ 7476 2005/09/30 71.000 $ 17.32 %
2009/09/30 WFC WELLS FARGO & CO NEW 0.28% 438.000 $ 15552 2005/09/30 0.000 $ 0.00 %
2009/09/30 GIS GENERAL MLS INC 0.28% 436.000 $ 6770 2005/09/30 66.294 K $ 14 931.26 %
2009/09/30 EMR EMERSON ELEC CO 0.27% 424.000 $ 10580 2005/09/30 108.080 K $ 23 701.89 %
2009/09/30 TRV TRAVELERS COMPANIES INC 0.27% 415.000 $ 8433 2007/03/31 70.327 K $ 19 979.41 %
2009/09/30 BAC BANK OF AMERICA CORPORATION 0.25% 389.000 $ 23019 2005/09/30 129.020 K $ 28 170.47 %
2009/09/30 VZ VERIZON COMMUNICATIONS INC 0.25% 388.000 $ 12830 2005/09/30 0.000 $ 0.00 %
2009/09/30 CVS CVS CAREMARK CORPORATION 0.24% 380.000 $ 10632 2005/09/30 48.231 K $ 12 149.07 %
2009/09/30 OXY OCCIDENTAL PETE CORP DEL 0.24% 373.000 $ 4760 2008/03/31 54.906 K $ 19 131.03 %
2009/09/30 NEXEN INC 0.24% 368.000 $ 16303 2005/09/30 22.000 $ 4.33 %
2009/09/30 AGRIUM INC 0.23% 364.000 $ 7311 2005/09/30 156.000 $ 24.89 %
2009/09/30 NEM NEWMONT MINING CORP 0.23% 363.000 $ 8246 2005/09/30 59.799 K $ 7 706.13 %
2009/09/30 COST COSTCO WHSL CORP NEW 0.23% 358.000 $ 6349 2005/09/30 67.299 K $ 23 126.94 %
2009/09/30 BMY BRISTOL MYERS SQUIBB CO 0.22% 348.000 $ 15467 2005/09/30 38.553 K $ 10 890.81 %
2009/09/30 DGX QUEST DIAGNOSTICS INC 0.22% 344.000 $ 6595 2009/06/30 -15.900 K $ -7 500.00 %
2009/09/30 NVS NOVARTIS A G 0.21% 324.000 $ 6427 2005/09/30 53.854 K $ 21 981.26 %
2009/09/30 EMC E M C CORP MASS 0.21% 324.000 $ 19041 2005/09/30 0.000 $ 0.00 %
2009/09/30 BAX BAXTER INTL INC 0.20% 305.000 $ 5356 2005/09/30 21.611 K $ 7 636.70 %
2009/09/30 AXP AMERICAN EXPRESS CO 0.19% 302.000 $ 8900 2005/09/30 185.750 K $ 45 864.32 %
2009/09/30 KRAFT FOODS INC 0.19% 292.000 $ 11100 2005/09/30 15.000 $ 3.89 %
2009/09/30 BDX BECTON DICKINSON & CO 0.19% 291.000 $ 4178 2005/09/30 -1.872 K $ -2 177.58 %