United Capital Financial Advisors
CAE icon

United Capital Financial Advisors’s CAE Inc CAE Stock Holding History

United Capital Financial Advisors’s Portfolio CAE Stock Details CAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-458,979
Closed -$12.1M – 1218
2019
Q4 		$12.1M Sell
458,979
-1,486
-0.3% -$38.2K 0.08% 280
2019
Q3 		$11.7M Sell
460,465
-3,177
-0.7% -$83.5K 0.08% 267
2019
Q2 		$12.3M Sell
463,642
-1,626
-0.3% -$39.7K 0.08% 259
2019
Q1 		$10.3M Buy
465,268
+8,786
+2% +$184K 0.07% 290
2018
Q4 		$8.38M Sell
456,482
-13,486
-3% -$256K 0.07% 282
2018
Q3 		$9.55M Buy
469,968
+11,008
+2% +$225K 0.07% 308
2018
Q2 		$9.53M Buy
458,960
+23,596
+5% +$467K 0.07% 309
2018
Q1 		$8.09M Buy
435,364
+29,098
+7% +$534K 0.06% 333
2017
Q4 		$7.54M Buy
406,266
+51,593
+15% +$912K 0.06% 340
2017
Q3 		$6.22M Buy
354,673
+74,451
+27% +$1.26M 0.05% 355
2017
Q2 		$6.27M Buy
280,222
+117,530
+72% +$1.87M 0.06% 342
2017
Q1 		$2.49M Buy
162,692
+18,581
+13% +$272K 0.02% 511
2016
Q4 		$2.01M Buy
+144,111
New +$2.06M 0.02% 567

Other funds holding CAE

Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

United Capital Financial Advisors's CAE Position: Q1 2020 in Review

United Capital Financial Advisors sold out of CAE Inc (CAE) in Q1 2020, closing a stake of 458,979 shares — an estimated $12.1M sold.

United Capital Financial Advisors first reported a position in CAE in Q4 2016 and held it in 13 quarters. The position peaked at $12.3M in Q2 2019. 202 funds tracked by Wall St. Rank hold CAE as of Q1 2020.

  • United Capital Financial Advisors reported no remaining CAE Inc position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 458,979 CAE Inc shares in Q1 2020, an estimated $12.1M.
  • United Capital Financial Advisors first reported a position in CAE Inc in Q4 2016 and held it in 13 quarters.
  • United Capital Financial Advisors's CAE Inc position peaked at $12.3M in Q2 2019.
  • 202 funds tracked by Wall St. Rank held CAE Inc as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.