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Jaffetilchin Investment Partners’s Open Text OTEX Stock Holding History

Jaffetilchin Investment Partners’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
2019
Q2 		– Sell
-14,948
Closed -$574K – 318
2019
Q1 		$574K Buy
14,948
+4,324
+41% +$158K 0.13% 141
2018
Q4 		$346K Buy
+10,624
New +$359K 0.09% 166
2017
Q4 		– Sell
-26,421
Closed -$853K – 279
2017
Q3 		$853K Buy
26,421
+4,614
+21% +$149K 0.2% 89
2017
Q2 		$688K Buy
+21,807
New +$719K 0.23% 79

Other funds holding OTEX

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Jaffetilchin Investment Partners's OTEX Position: Q2 2019 in Review

Jaffetilchin Investment Partners sold out of Open Text (OTEX) in Q2 2019, closing a stake of 14,948 shares — an estimated $574K sold.

Jaffetilchin Investment Partners first reported a position in OTEX in Q2 2017 and held it in 4 quarters. The position peaked at $853K in Q3 2017. 297 funds tracked by Wall St. Rank hold OTEX as of Q2 2019.

  • Jaffetilchin Investment Partners reported no remaining Open Text position as of Q2 2019 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 14,948 Open Text shares in Q2 2019, an estimated $574K.
  • Jaffetilchin Investment Partners first reported a position in Open Text in Q2 2017 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Open Text position peaked at $853K in Q3 2017.
  • 297 funds tracked by Wall St. Rank held Open Text as of Q2 2019.

Based on Jaffetilchin Investment Partners's 13F filing for Q2 2019, filed 13 Aug 2019.