Avantax Advisory Services’s CAE Inc CAE Stock Holding History

Avantax Advisory Services’s Portfolio CAE Stock Details CAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-12,007	Closed	-$193K	–	1379
2020 Q2	$193K	Sell	12,007 -6,597	-35%	-$102K	0.01%	796
2020 Q1	$235K	Buy	18,604 +957	+5%	+$24.2K	0.01%	666
2019 Q4	$465K	Buy	+17,647	New	+$454K	0.01%	497
2019 Q3	–	Sell	-14,875	Closed	-$400K	–	574
2019 Q2	$400K	Buy	14,875 +1,818	+14%	+$44.4K	0.02%	332
2019 Q1	$289K	Buy	13,057 +2,220	+20%	+$46.4K	0.02%	364
2018 Q4	$199K	Buy	+10,837	New	+$206K	0.03%	384

Other funds holding CAE

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Avantax Advisory Services's CAE Position: Q3 2020 in Review

Avantax Advisory Services sold out of CAE Inc (CAE) in Q3 2020, closing a stake of 12,007 shares — an estimated $193K sold.

Avantax Advisory Services first reported a position in CAE in Q4 2018 and held it in 6 quarters. The position peaked at $465K in Q4 2019. 165 funds tracked by Wall St. Rank hold CAE as of Q3 2020.

Avantax Advisory Services reported no remaining CAE Inc position as of Q3 2020 after selling out during the quarter.
Avantax Advisory Services sold 12,007 CAE Inc shares in Q3 2020, an estimated $193K.
Avantax Advisory Services first reported a position in CAE Inc in Q4 2018 and held it in 6 quarters.
Avantax Advisory Services's CAE Inc position peaked at $465K in Q4 2019.
165 funds tracked by Wall St. Rank held CAE Inc as of Q3 2020.

Based on Avantax Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.