IBEX Wealth Advisors’s CGI GIB Stock Holding History

IBEX Wealth Advisors’s Portfolio GIB Stock Details GIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-80	Closed	-$4K	–	183
2016 Q4	$4K	Buy	+80	New	+$3.81K	﹤0.01%	390

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of CGI (GIB) in Q1 2017, closing a stake of 80 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in GIB in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 207 funds tracked by Wall St. Rank hold GIB as of Q1 2017.

IBEX Wealth Advisors reported no remaining CGI position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 80 CGI shares in Q1 2017, an estimated $4K.
IBEX Wealth Advisors first reported a position in CGI in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's CGI position peaked at $4K in Q4 2016.
207 funds tracked by Wall St. Rank held CGI as of Q1 2017.

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