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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return