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Ford Financial Group’s Open Text OTEX Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-76
Closed -$2K – 270
2017
Q4 		$2K Buy
+76
New +$2.54K ﹤0.01% 402

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JFL
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ford Financial Group's OTEX Position: Q1 2018 in Review

Ford Financial Group sold out of Open Text (OTEX) in Q1 2018, closing a stake of 76 shares — an estimated $2K sold.

Ford Financial Group first reported a position in OTEX in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 262 funds tracked by Wall St. Rank hold OTEX as of Q1 2018.

  • Ford Financial Group reported no remaining Open Text position as of Q1 2018 after selling out during the quarter.
  • Ford Financial Group sold 76 Open Text shares in Q1 2018, an estimated $2K.
  • Ford Financial Group first reported a position in Open Text in Q4 2017 and held it in 1 quarter.
  • Ford Financial Group's Open Text position peaked at $2K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Open Text as of Q1 2018.

Based on Ford Financial Group's 13F filing for Q1 2018, filed 11 May 2018.