Mackenzie Financial
FIZZ icon

Mackenzie Financial’s National Beverage FIZZ Stock Holding History

Mackenzie Financial’s Portfolio FIZZ Stock Details FIZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-13,290
Closed -$824K – 831
2017
Q3 		$824K Buy
+13,290
New +$737K ﹤0.01% 464

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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial's FIZZ Position: Q4 2017 in Review

Mackenzie Financial sold out of National Beverage (FIZZ) in Q4 2017, closing a stake of 13,290 shares — an estimated $824K sold.

Mackenzie Financial first reported a position in FIZZ in Q3 2017 and held it in 1 quarter. The position peaked at $824K in Q3 2017. 182 funds tracked by Wall St. Rank hold FIZZ as of Q4 2017.

  • Mackenzie Financial reported no remaining National Beverage position as of Q4 2017 after selling out during the quarter.
  • Mackenzie Financial sold 13,290 National Beverage shares in Q4 2017, an estimated $824K.
  • Mackenzie Financial first reported a position in National Beverage in Q3 2017 and held it in 1 quarter.
  • Mackenzie Financial's National Beverage position peaked at $824K in Q3 2017.
  • 182 funds tracked by Wall St. Rank held National Beverage as of Q4 2017.

Based on Mackenzie Financial's 13F filing for Q4 2017, filed 13 Feb 2018.