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Doyle Wealth Management’s Open Text OTEX Stock Holding History

Doyle Wealth Management’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,084
Closed -$127K – 581
2019
Q2 		$127K Buy
+3,084
New +$123K 0.02% 244
2019
Q1 		– Sell
-3,079
Closed -$100K – 565
2018
Q4 		$100K Buy
+3,079
New +$104K 0.02% 251

Other funds holding OTEX

JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Doyle Wealth Management's OTEX Position: Q3 2019 in Review

Doyle Wealth Management sold out of Open Text (OTEX) in Q3 2019, closing a stake of 3,084 shares — an estimated $127K sold.

Doyle Wealth Management first reported a position in OTEX in Q4 2018 and held it in 2 quarters. The position peaked at $127K in Q2 2019. 270 funds tracked by Wall St. Rank hold OTEX as of Q3 2019.

  • Doyle Wealth Management reported no remaining Open Text position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 3,084 Open Text shares in Q3 2019, an estimated $127K.
  • Doyle Wealth Management first reported a position in Open Text in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Open Text position peaked at $127K in Q2 2019.
  • 270 funds tracked by Wall St. Rank held Open Text as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.