IWA
CVE icon

IBEX Wealth Advisors’s Cenovus Energy CVE Stock Holding History

IBEX Wealth Advisors’s Portfolio CVE Stock Details CVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-105
Closed -$2K – 135
2016
Q4 		$2K Buy
+105
New +$1.58K ﹤0.01% 431

Other funds holding CVE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IBEX Wealth Advisors's CVE Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Cenovus Energy (CVE) in Q1 2017, closing a stake of 105 shares — an estimated $2K sold.

IBEX Wealth Advisors first reported a position in CVE in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 280 funds tracked by Wall St. Rank hold CVE as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Cenovus Energy position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 105 Cenovus Energy shares in Q1 2017, an estimated $2K.
  • IBEX Wealth Advisors first reported a position in Cenovus Energy in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Cenovus Energy position peaked at $2K in Q4 2016.
  • 280 funds tracked by Wall St. Rank held Cenovus Energy as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.