Modera Wealth Management’s Just Energy Group Inc JE Stock Holding History

Modera Wealth Management’s Portfolio JE Stock Details JE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-606	Closed	-$10K	–	164
2020 Q2	$10K	Hold	606	–	–	﹤0.01%	151
2020 Q1	$10K	Hold	606	–	–	﹤0.01%	148
2019 Q4	$34K	Hold	606	–	–	0.01%	148
2019 Q3	$47K	Hold	606	–	–	0.01%	144
2019 Q2	$86K	Hold	606	–	–	0.02%	143
2019 Q1	$68K	Hold	606	–	–	0.01%	145
2018 Q4	$66K	Hold	606	–	–	0.01%	134
2018 Q3	$62K	Hold	606	–	–	0.01%	143
2018 Q2	$72K	Hold	606	–	–	0.02%	134
2018 Q1	$88K	Hold	606	–	–	0.02%	132
2017 Q4	$86K	Hold	606	–	–	0.02%	132
2017 Q3	$116K	Buy	+606	New	+$110K	0.03%	133

Other funds holding JE

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Modera Wealth Management's JE Position: Q3 2020 in Review

Modera Wealth Management sold out of Just Energy Group Inc (JE) in Q3 2020, closing a stake of 606 shares — an estimated $10K sold.

Modera Wealth Management first reported a position in JE in Q3 2017 and held it in 12 quarters. The position peaked at $116K in Q3 2017. 32 funds tracked by Wall St. Rank hold JE as of Q3 2020.

Modera Wealth Management reported no remaining Just Energy Group Inc position as of Q3 2020 after selling out during the quarter.
Modera Wealth Management sold 606 Just Energy Group Inc shares in Q3 2020, an estimated $10K.
Modera Wealth Management first reported a position in Just Energy Group Inc in Q3 2017 and held it in 12 quarters.
Modera Wealth Management's Just Energy Group Inc position peaked at $116K in Q3 2017.
32 funds tracked by Wall St. Rank held Just Energy Group Inc as of Q3 2020.

Based on Modera Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.