Mackenzie Financial
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Mackenzie Financial’s Coda Octopus Group CODA Stock Holding History

Mackenzie Financial’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-16,220
Closed -$133K – 1088
2019
Q3 		$133K Buy
+16,220
New +$176K ﹤0.01% 978

Other funds holding CODA

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadence Capital Management Boston, Massachusetts $415M AUM 11.01% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mackenzie Financial's CODA Position: Q4 2019 in Review

Mackenzie Financial sold out of Coda Octopus Group (CODA) in Q4 2019, closing a stake of 16,220 shares — an estimated $133K sold.

Mackenzie Financial first reported a position in CODA in Q3 2019 and held it in 1 quarter. The position peaked at $133K in Q3 2019. 51 funds tracked by Wall St. Rank hold CODA as of Q4 2019.

  • Mackenzie Financial reported no remaining Coda Octopus Group position as of Q4 2019 after selling out during the quarter.
  • Mackenzie Financial sold 16,220 Coda Octopus Group shares in Q4 2019, an estimated $133K.
  • Mackenzie Financial first reported a position in Coda Octopus Group in Q3 2019 and held it in 1 quarter.
  • Mackenzie Financial's Coda Octopus Group position peaked at $133K in Q3 2019.
  • 51 funds tracked by Wall St. Rank held Coda Octopus Group as of Q4 2019.

Based on Mackenzie Financial's 13F filing for Q4 2019, filed 13 Feb 2020.