IFWM
CAJ

Institute for Wealth Management’s Canon, Inc. CAJ Stock Holding History

Institute for Wealth Management’s Portfolio CAJ Stock Details CAJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-24,429
Closed -$846K – 256
2018
Q1 		$846K Buy
24,429
+17,660
+261% +$668K 0.25% 145
2017
Q4 		$253K Sell
6,769
-3,646
-35% -$136K 0.06% 325
2017
Q3 		$357K Buy
10,415
+2,224
+27% +$76.6K 0.12% 211
2017
Q2 		$280K Buy
+8,191
New +$275K 0.08% 326

Other funds holding CAJ

MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Institute for Wealth Management's CAJ Position: Q2 2018 in Review

Institute for Wealth Management sold out of Canon, Inc. (CAJ) in Q2 2018, closing a stake of 24,429 shares — an estimated $846K sold.

Institute for Wealth Management first reported a position in CAJ in Q2 2017 and held it in 4 quarters. The position peaked at $846K in Q1 2018. 167 funds tracked by Wall St. Rank hold CAJ as of Q2 2018.

  • Institute for Wealth Management reported no remaining Canon, Inc. position as of Q2 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 24,429 Canon, Inc. shares in Q2 2018, an estimated $846K.
  • Institute for Wealth Management first reported a position in Canon, Inc. in Q2 2017 and held it in 4 quarters.
  • Institute for Wealth Management's Canon, Inc. position peaked at $846K in Q1 2018.
  • 167 funds tracked by Wall St. Rank held Canon, Inc. as of Q2 2018.

Based on Institute for Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.