MCM
AQN icon

McKinley Capital Management’s Algonquin Power & Utilities AQN Stock Holding History

McKinley Capital Management’s Portfolio AQN Stock Details AQN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,380
Closed -$32K – 353
2017
Q2 		$32K Buy
+2,380
New +$23.8K ﹤0.01% 400
2017
Q1 		– Sell
-36,415
Closed -$415K – 500
2016
Q4 		$415K Buy
+36,415
New +$308K 0.02% 288

Other funds holding AQN

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

McKinley Capital Management's AQN Position: Q3 2017 in Review

McKinley Capital Management sold out of Algonquin Power & Utilities (AQN) in Q3 2017, closing a stake of 2,380 shares — an estimated $32K sold.

McKinley Capital Management first reported a position in AQN in Q4 2016 and held it in 2 quarters. The position peaked at $415K in Q4 2016. 90 funds tracked by Wall St. Rank hold AQN as of Q3 2017.

  • McKinley Capital Management reported no remaining Algonquin Power & Utilities position as of Q3 2017 after selling out during the quarter.
  • McKinley Capital Management sold 2,380 Algonquin Power & Utilities shares in Q3 2017, an estimated $32K.
  • McKinley Capital Management first reported a position in Algonquin Power & Utilities in Q4 2016 and held it in 2 quarters.
  • McKinley Capital Management's Algonquin Power & Utilities position peaked at $415K in Q4 2016.
  • 90 funds tracked by Wall St. Rank held Algonquin Power & Utilities as of Q3 2017.

Based on McKinley Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.