Credential Securities’s Algonquin Power & Utilities AQN Stock Holding History

Credential Securities’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
2018 Q2	$61.1K	Sell	6,328 -649	-9%	-$6.34K	0.01%	215
2018 Q1	$69.1K	Sell	6,977 -710	-9%	-$7.33K	0.02%	219
2017 Q4	$85.9K	Sell	7,687 -72	-0.9%	-$785	0.02%	209
2017 Q3	$82K	Sell	7,759 -61	-0.8%	-$647	0.02%	206
2017 Q2	$80.9K	Hold	7,820	–	–	0.02%	194
2017 Q1	$74.7K	Buy	7,820 +332	+4%	+$2.99K	0.03%	187
2016 Q4	$63.4K	Buy	+7,488	New	+$63.3K	0.03%	191

Other funds holding AQN

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Credential Securities's AQN Position: Q2 2018 in Review

Credential Securities reduced its Algonquin Power & Utilities (AQN) stake by 9.3% in Q2 2018, selling an estimated $6.34K and leaving 6,328 shares worth $61.1K. The position accounts for 0.01% of the portfolio, ranked #215.

Credential Securities first reported a position in AQN in Q4 2016 and has held it in 7 quarters since. The position peaked at $85.9K in Q4 2017. 101 funds tracked by Wall St. Rank hold AQN as of Q2 2018.

Credential Securities held 6,328 shares of Algonquin Power & Utilities worth $61.1K as of Q2 2018.
Credential Securities sold 649 Algonquin Power & Utilities shares in Q2 2018, an estimated $6.34K.
Algonquin Power & Utilities made up 0.01% of Credential Securities's portfolio in Q2 2018, its #215 holding.
Credential Securities first reported a position in Algonquin Power & Utilities in Q4 2016 and has held it in 7 quarters since.
Credential Securities's Algonquin Power & Utilities position peaked at $85.9K in Q4 2017.
101 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.