Mackenzie Financial
CSD icon

Mackenzie Financial’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Mackenzie Financial’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-37,500
Closed -$1.39M – 625
2013
Q2 		$1.39M Buy
+37,500
New +$1.36M 0.01% 443

Other funds holding CSD

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Mackenzie Financial's CSD Position: Q3 2013 in Review

Mackenzie Financial sold out of Invesco S&P Spin-Off ETF (CSD) in Q3 2013, closing a stake of 37,500 shares — an estimated $1.39M sold.

Mackenzie Financial first reported a position in CSD in Q2 2013 and held it in 1 quarter. The position peaked at $1.39M in Q2 2013. 46 funds tracked by Wall St. Rank hold CSD as of Q3 2013.

  • Mackenzie Financial reported no remaining Invesco S&P Spin-Off ETF position as of Q3 2013 after selling out during the quarter.
  • Mackenzie Financial sold 37,500 Invesco S&P Spin-Off ETF shares in Q3 2013, an estimated $1.39M.
  • Mackenzie Financial first reported a position in Invesco S&P Spin-Off ETF in Q2 2013 and held it in 1 quarter.
  • Mackenzie Financial's Invesco S&P Spin-Off ETF position peaked at $1.39M in Q2 2013.
  • 46 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q3 2013.

Based on Mackenzie Financial's 13F filing for Q3 2013, filed 12 Nov 2013.