Mackenzie Financial

Mackenzie Financial’s Barclays BCS Stock Holding History

Mackenzie Financial’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-30,000	Closed	-$286K	–	1084
2019 Q4	$286K	Buy	30,000 +7,948	+36%	+$68.6K	﹤0.01%	963
2019 Q3	$162K	Buy	22,052 +352	+2%	+$2.54K	﹤0.01%	970
2019 Q2	$162K	Hold	21,700	–	–	﹤0.01%	1048
2019 Q1	$170K	Sell	21,700 -529	-2%	-$4.25K	﹤0.01%	1187
2018 Q4	$160K	Sell	22,229 -7,410	-25%	-$59.7K	﹤0.01%	1098
2018 Q3	$254K	Hold	29,639	–	–	﹤0.01%	1022
2018 Q2	$284K	Hold	29,639	–	–	﹤0.01%	902
2018 Q1	$335K	Hold	29,639	–	–	﹤0.01%	795
2017 Q4	$309K	Hold	29,639	–	–	﹤0.01%	749
2017 Q3	$293K	Buy	29,639 +2,193	+8%	+$21.7K	﹤0.01%	562
2017 Q2	$276K	Buy	+27,446	New	+$280K	﹤0.01%	563

Other funds holding BCS

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return