FGC
OTEX icon

Financial Gravity Companies’s Open Text OTEX Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$232K Buy
+6,236
New +$211K 0.21% 103
2018
Q1 		$43K Buy
1,197
+117
+11% +$4.08K 0.04% 351
2017
Q4 		$37K Buy
+1,080
New +$36K 0.04% 368

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Financial Gravity Companies's OTEX Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Open Text (OTEX) in Q4 2018: 6,236 shares worth $232K. The stake represents 0.21% of the portfolio and ranks #103 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in OTEX as recently as Q1 2018.

Financial Gravity Companies first reported a position in OTEX in Q4 2017 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold OTEX as of Q4 2018.

  • Financial Gravity Companies held 6,236 shares of Open Text worth $232K as of Q4 2018.
  • Open Text was a new Financial Gravity Companies position in Q4 2018.
  • Open Text made up 0.21% of Financial Gravity Companies's portfolio in Q4 2018, its #103 holding.
  • Financial Gravity Companies first reported a position in Open Text in Q4 2017 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held Open Text as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.