Mackenzie Financial
SGM

Mackenzie Financial’s Stonegate Mortgage Corporation SGM Stock Holding History

Mackenzie Financial’s Portfolio SGM Stock Details SGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-45,721
Closed -$209K – 775
2016
Q3 		$209K Hold
45,721
– – ﹤0.01% 602
2016
Q2 		$154K Buy
+45,721
New +$211K ﹤0.01% 898

Other funds holding SGM

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
WCM
Waterstone Capital Management St. Louis Park, Minnesota $98.6M AUM 19.4% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Mackenzie Financial's SGM Position: Q4 2016 in Review

Mackenzie Financial sold out of Stonegate Mortgage Corporation (SGM) in Q4 2016, closing a stake of 45,721 shares — an estimated $209K sold.

Mackenzie Financial first reported a position in SGM in Q2 2016 and held it in 2 quarters. The position peaked at $209K in Q3 2016. 26 funds tracked by Wall St. Rank hold SGM as of Q4 2016.

  • Mackenzie Financial reported no remaining Stonegate Mortgage Corporation position as of Q4 2016 after selling out during the quarter.
  • Mackenzie Financial sold 45,721 Stonegate Mortgage Corporation shares in Q4 2016, an estimated $209K.
  • Mackenzie Financial first reported a position in Stonegate Mortgage Corporation in Q2 2016 and held it in 2 quarters.
  • Mackenzie Financial's Stonegate Mortgage Corporation position peaked at $209K in Q3 2016.
  • 26 funds tracked by Wall St. Rank held Stonegate Mortgage Corporation as of Q4 2016.

Based on Mackenzie Financial's 13F filing for Q4 2016, filed 14 Feb 2017.