Independent Portfolio Consultants’s Descartes Systems DSGX Stock Holding History

Independent Portfolio Consultants’s Portfolio DSGX Stock Details DSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$15K	Buy	635 +95	+18%	+$2.27K	0.01%	648
2017 Q1	$12K	Sell	540 -20	-4%	-$440	﹤0.01%	724
2016 Q4	$12K	Buy	560 +105	+23%	+$2.23K	﹤0.01%	690
2016 Q3	$10K	Sell	455 -110	-19%	-$2.25K	﹤0.01%	677
2016 Q2	$11K	Sell	565 -285	-34%	-$5.55K	﹤0.01%	689
2016 Q1	$17K	Buy	850 +265	+45%	+$4.66K	﹤0.01%	672
2015 Q4	$12K	Sell	585 -70	-11%	-$1.31K	﹤0.01%	691
2015 Q3	$12K	Buy	655 +475	+264%	+$8.05K	﹤0.01%	710
2015 Q2	$3K	Hold	180	–	–	﹤0.01%	804
2015 Q1	$3K	Hold	180	–	–	﹤0.01%	806
2014 Q4	$3K	Buy	+180	New	+$2.6K	﹤0.01%	748

Other funds holding DSGX

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

JFL

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

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Independent Portfolio Consultants's DSGX Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Descartes Systems (DSGX) stake by 18% in Q2 2017, buying an estimated $2.27K and bringing the position to 635 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #648.

Independent Portfolio Consultants first reported a position in DSGX in Q4 2014 and has held it in 11 quarters since. The position peaked at $17K in Q1 2016. 102 funds tracked by Wall St. Rank hold DSGX as of Q2 2017.

Independent Portfolio Consultants held 635 shares of Descartes Systems worth $15K as of Q2 2017.
Independent Portfolio Consultants bought 95 Descartes Systems shares in Q2 2017, an estimated $2.27K.
Descartes Systems made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #648 holding.
Independent Portfolio Consultants first reported a position in Descartes Systems in Q4 2014 and has held it in 11 quarters since.
Independent Portfolio Consultants's Descartes Systems position peaked at $17K in Q1 2016.
102 funds tracked by Wall St. Rank held Descartes Systems as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.