Mackenzie Financial
SSI

Mackenzie Financial’s Stage Stores Inc SSI Stock Holding History

Mackenzie Financial’s Portfolio SSI Stock Details SSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-62,232
Closed -$1.38M – 680
2013
Q4 		$1.38M Hold
62,232
– – 0.01% 433
2013
Q3 		$1.2M Sell
62,232
-32,795
-35% -$722K 0.01% 450
2013
Q2 		$2.23M Buy
+95,027
New +$2.42M 0.01% 378

Other funds holding SSI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Mackenzie Financial's SSI Position: Q1 2014 in Review

Mackenzie Financial sold out of Stage Stores Inc (SSI) in Q1 2014, closing a stake of 62,232 shares — an estimated $1.38M sold.

Mackenzie Financial first reported a position in SSI in Q2 2013 and held it in 3 quarters. The position peaked at $2.23M in Q2 2013. 135 funds tracked by Wall St. Rank hold SSI as of Q1 2014.

  • Mackenzie Financial reported no remaining Stage Stores Inc position as of Q1 2014 after selling out during the quarter.
  • Mackenzie Financial sold 62,232 Stage Stores Inc shares in Q1 2014, an estimated $1.38M.
  • Mackenzie Financial first reported a position in Stage Stores Inc in Q2 2013 and held it in 3 quarters.
  • Mackenzie Financial's Stage Stores Inc position peaked at $2.23M in Q2 2013.
  • 135 funds tracked by Wall St. Rank held Stage Stores Inc as of Q1 2014.

Based on Mackenzie Financial's 13F filing for Q1 2014, filed 14 May 2014.