Proficio Capital Partners’s Open Text OTEX Stock Holding History

Proficio Capital Partners’s Portfolio OTEX Stock Details OTEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-56	Closed	-$2K	–	1106
2019 Q2	$2K	Buy	+56	New	+$2.23K	﹤0.01%	1571
2019 Q1	–	Sell	-180	Closed	-$6K	–	1759
2018 Q4	$6K	Sell	180 -146	-45%	-$4.93K	﹤0.01%	835
2018 Q3	$12K	Sell	326 -40	-11%	-$1.53K	﹤0.01%	761
2018 Q2	$13K	Hold	366	–	–	0.01%	749
2018 Q1	$13K	Buy	366 +223	+156%	+$7.78K	0.01%	734
2017 Q4	$5K	Buy	143 +56	+64%	+$1.87K	﹤0.01%	978
2017 Q3	$3K	Hold	87	–	–	﹤0.01%	1041
2017 Q2	$3K	Sell	87 -64	-42%	-$2.11K	﹤0.01%	1052
2017 Q1	$5K	Buy	151 +85	+129%	+$2.83K	﹤0.01%	994
2016 Q4	$2K	Buy	+66	New	+$2.06K	﹤0.01%	927

Other funds holding OTEX

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

QV Investors Calgary, Alberta, Canada $1.24B AUM 31.81% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return