MPM
EXFO

Meritage Portfolio Management’s EXFO INC. EXFO Stock Holding History

Meritage Portfolio Management’s Portfolio EXFO Stock Details EXFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,699
Closed -$28K – 232
2020
Q1 		$28K Sell
10,699
-4,310
-29% -$15.6K ﹤0.01% 184
2019
Q4 		$69K Buy
15,009
+2,004
+15% +$8.42K 0.01% 232
2019
Q3 		$52K Buy
+13,005
New +$49.2K ﹤0.01% 227

Other funds holding EXFO

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HAM
Harber Asset Management Asheville, North Carolina $166M AUM 18.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meritage Portfolio Management's EXFO Position: Q2 2020 in Review

Meritage Portfolio Management sold out of EXFO INC. (EXFO) in Q2 2020, closing a stake of 10,699 shares — an estimated $28K sold.

Meritage Portfolio Management first reported a position in EXFO in Q3 2019 and held it in 3 quarters. The position peaked at $69K in Q4 2019. 27 funds tracked by Wall St. Rank hold EXFO as of Q2 2020.

  • Meritage Portfolio Management reported no remaining EXFO INC. position as of Q2 2020 after selling out during the quarter.
  • Meritage Portfolio Management sold 10,699 EXFO INC. shares in Q2 2020, an estimated $28K.
  • Meritage Portfolio Management first reported a position in EXFO INC. in Q3 2019 and held it in 3 quarters.
  • Meritage Portfolio Management's EXFO INC. position peaked at $69K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held EXFO INC. as of Q2 2020.

Based on Meritage Portfolio Management's 13F filing for Q2 2020, filed 27 Jul 2020.