Mackenzie Financial
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Mackenzie Financial’s Shenandoah Telecom SHEN Stock Holding History

Mackenzie Financial’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-36,251
Closed -$986K – 719
2016
Q3 		$986K Hold
36,251
– – 0.01% 419
2016
Q2 		$1.42M Buy
+36,251
New +$1.12M 0.01% 520

Other funds holding SHEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mackenzie Financial's SHEN Position: Q4 2016 in Review

Mackenzie Financial sold out of Shenandoah Telecom (SHEN) in Q4 2016, closing a stake of 36,251 shares — an estimated $986K sold.

Mackenzie Financial first reported a position in SHEN in Q2 2016 and held it in 2 quarters. The position peaked at $1.42M in Q2 2016. 110 funds tracked by Wall St. Rank hold SHEN as of Q4 2016.

  • Mackenzie Financial reported no remaining Shenandoah Telecom position as of Q4 2016 after selling out during the quarter.
  • Mackenzie Financial sold 36,251 Shenandoah Telecom shares in Q4 2016, an estimated $986K.
  • Mackenzie Financial first reported a position in Shenandoah Telecom in Q2 2016 and held it in 2 quarters.
  • Mackenzie Financial's Shenandoah Telecom position peaked at $1.42M in Q2 2016.
  • 110 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q4 2016.

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