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Advantage Investment Management’s Algonquin Power & Utilities AQN Stock Holding History

Advantage Investment Management’s Portfolio AQN Stock Details AQN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,000
Closed -$10K – 921
2018
Q4 		$10K Hold
1,000
– – 0.01% 644
2018
Q3 		$10K Buy
+1,000
New +$10.1K 0.01% 705

Other funds holding AQN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.51B AUM 39.24% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Advantage Investment Management's AQN Position: Q1 2019 in Review

Advantage Investment Management sold out of Algonquin Power & Utilities (AQN) in Q1 2019, closing a stake of 1,000 shares — an estimated $10K sold.

Advantage Investment Management first reported a position in AQN in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q4 2018. 140 funds tracked by Wall St. Rank hold AQN as of Q1 2019.

  • Advantage Investment Management reported no remaining Algonquin Power & Utilities position as of Q1 2019 after selling out during the quarter.
  • Advantage Investment Management sold 1,000 Algonquin Power & Utilities shares in Q1 2019, an estimated $10K.
  • Advantage Investment Management first reported a position in Algonquin Power & Utilities in Q3 2018 and held it in 2 quarters.
  • Advantage Investment Management's Algonquin Power & Utilities position peaked at $10K in Q4 2018.
  • 140 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.