Mackenzie Financial’s Chunghwa Telecom CHT Stock Holding History

Mackenzie Financial’s Portfolio CHT Stock Details CHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7,600	Closed	-$269K	–	927
2017 Q4	$269K	Buy	+7,600	New	+$261K	﹤0.01%	764
2014 Q2	–	Sell	-13,900	Closed	-$426K	–	643
2014 Q1	$426K	Hold	13,900	–	–	﹤0.01%	597
2013 Q4	$430K	Sell	13,900 -29,360	-68%	-$916K	﹤0.01%	591
2013 Q3	$1.37M	Buy	43,260 +10,800	+33%	+$345K	0.01%	421
2013 Q2	$1.04M	Buy	+32,460	New	+$1.03M	0.01%	483

Other funds holding CHT

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

PPA

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

Mackenzie Financial's CHT Position: Q1 2018 in Review

Mackenzie Financial sold out of Chunghwa Telecom (CHT) in Q1 2018, closing a stake of 7,600 shares — an estimated $269K sold.

Mackenzie Financial first reported a position in CHT in Q2 2013 and held it in 5 quarters. The position peaked at $1.37M in Q3 2013. 120 funds tracked by Wall St. Rank hold CHT as of Q1 2018.

Mackenzie Financial reported no remaining Chunghwa Telecom position as of Q1 2018 after selling out during the quarter.
Mackenzie Financial sold 7,600 Chunghwa Telecom shares in Q1 2018, an estimated $269K.
Mackenzie Financial first reported a position in Chunghwa Telecom in Q2 2013 and held it in 5 quarters.
Mackenzie Financial's Chunghwa Telecom position peaked at $1.37M in Q3 2013.
120 funds tracked by Wall St. Rank held Chunghwa Telecom as of Q1 2018.

Based on Mackenzie Financial's 13F filing for Q1 2018, filed 14 May 2018.