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Gupta Wealth Management’s Open Text OTEX Stock Holding History

Gupta 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
2016
Q1 		$28K Hold
1,086
– – 0.01% 586
2015
Q4 		$26K Hold
1,086
– – 0.01% 595
2015
Q3 		$24K Buy
+1,086
New +$23.5K 0.01% 652

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Gupta Wealth Management's OTEX Position: Q1 2016 in Review

Gupta Wealth Management held its Open Text (OTEX) position steady in Q1 2016 at 1,086 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #586.

Gupta Wealth Management first reported a position in OTEX in Q3 2015 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold OTEX as of Q1 2016.

  • Gupta Wealth Management held 1,086 shares of Open Text worth $28K as of Q1 2016.
  • Gupta Wealth Management left its Open Text share count unchanged in Q1 2016.
  • Open Text made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #586 holding.
  • Gupta Wealth Management first reported a position in Open Text in Q3 2015 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held Open Text as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.